3/08/2026 Fed on hold, markets in action The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
26/05/2026 Capital Market Assumptions Rethinking global diversification Geopolitics, tariffs and the energy crisis are reshaping markets around resilience, fiscal dominance and regional diversification. Investors should rethink...
26/05/2026 Rising yields, rising uncertainty The US 30Y yields rose to 5.19%, the highest from 2007, while the 10Y moved above 4.5%. Yields across Europe and Japan also rose.
18/05/2026 Inflation question haunts the market US input price inflation accelerated in April, coming in significantly above market expectations.
28/04/2026 Podcasts Geopolitical friction and the new market reality - Investme... Markets stay resilient, but geopolitical risks, sticky inflation and higher-for-longer rates are raising uncertainty. The key message: stay selective,...
13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
30/03/2026 Conflict affecting sentiment The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the middle east conflict.
