27 October 2023 Private credit seen as less attractive than public debt After a dismal third quarter, bond investors are once again turning their...
24 October 2023 Ten old and ten new safe havens US 10-year yields have risen above 5 per cent. As a result, earnings yield - the...
23 October 2023 Italy’s debt landscape: A déjà vu of 2012 or worse? As Italy's 10-year interest rate hovers around 5 percent, flashbacks to late...
19 October 2023 Geopolitical tensions reshape investors’ trust in Treasuries The escalating conflict between Israel and Hamas challenges the appeal of US...
16 October 2023 Yield curve points to US labour market storm The chart making waves on social media isn't getting attention without reason...
12 October 2023 Possible turning point for the world economy In 1973, during Yom Kippur, Israel found itself under siege from countries...
05 October 2023 ‘Our growth stocks could increase fivefold’ Investors often overlook the growth potential of companies exposed to megatrends...
02 October 2023 Consumer spending concerns: A glimpse into the future? A recent chart from UBS has caught my attention. It indicates a surprising...
26 September 2023 CIO debate unpacks pressing concerns over inflation Inflation concerns continue to shape market predictions. "For three months, we...
22 September 2023 Why a recession could be the best thing for your portfolio Federal Reserve Chairman Jerome Powell's recent announcement that U.S. interest...
