08 June 2023 JP Morgan AM: alternatives are ‘absolute necessity’ The negative correlation between bonds and stocks is no longer a certainty due...
25 May 2023 Fed’s ‘pause mode’ could take longer than market expects The market is expecting a 75 basis point rate cut by the Federal Reserve after a...
22 May 2023 Chart of the Week: Fund manager yet to unwind risk The latest edition of the Bank of America Global Fund Manager Survey shows that...
15 May 2023 Chart of the week: Profit doubts Markets globally expect earnings to rise over the next 12 months. Whether in the...
08 May 2023 Chart of the Week: Look beyond inflation The money supply is rapidly shrinking, something that rarely, if ever, happens...
02 May 2023 Chart of the week: a recession looming? A recession is what usually concerns many investors, and economists. But exactly...
25 April 2023 Credit crunch risks overshadow US earnings In the U.S., a surge in deposits from small to medium-sized lenders is leading...
20 April 2023 Misjudging Fed interest rates could be a costly mistake Equity investors may be underestimating the potential consequences of a...
14 April 2023 M&G Investments: Bonds are back after years in the dark As inflation has started to normalise, many market observers have started to...
14 April 2023 No policy needed on Reifs: market experts respond to ECB proposal A recent European Central Bank study calling for a regulatory framework to...
