15 September 2023 Changing tides in Japan: markets brace for policy shift Market participants are bracing for an unexpected — and for a long time...
11 September 2023 Baillie Gifford EM strategy bets on India, LatAm, Indonesia Pension funds are keen for asset managers to increase allocations to India, some...
01 September 2023 Problems in China upset even enthusiasts Chinese growth is disappointing. Global asset managers are liquidating large...
24 August 2023 Time to be cautious when pearl diving among junk High yield bonds are positioning themselves cautiously in the spotlight as...
26 July 2023 Natixis survey shows ‘we aren’t through the woods yet’ In the wake of a sturdy first half characterised by ebbing inflation, stellar...
25 July 2023 A September rate hike is not a foregone conclusion The European Central Bank is set to make headlines again on Thursday as it is...
19 June 2023 Artificial inconsistencies I'm a big fan of the Bank of America Global Fund Manager Survey. Firstly...
16 June 2023 Nvidia and dawn of generative AI mark a new investment era The artificial intelligence revolution is in full swing, and Nvidia's recent...
12 June 2023 Luxembourg develops China relationship amid US standoff Luxembourg is hoping its long, friendly relationship with China can help keep...
09 June 2023 Falling inflation is ‘only silver lining’ for market outlooks May saw a 6.1 percent increase in consumer prices in the EU compared to the...
