6/07/2026 A record quarter for equities Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
3/02/2022 Economy & Markets The journey back to zero real rates Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history.
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.
27/01/2022 Investment Views Global Investment Views - February 2022 January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.
18/01/2022 Economy & Markets Shifts & Narratives #13 - Money and psychology of inflation:... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
18/01/2022 Economy & Markets Money & velocity matter: great comeback of the quantity equa... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...
