MACROECONOMICS
Caution on India stocks in election year
As 900 million Indian citizens head to the polls, what should investors...
US economy continues to surprise on the upside
The US economy’s strength in recent months is broad-based, with strong...
Is inflation 'stickier' than previously thought?
The threat of more persistent inflation challenges the previous narrative...
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate...
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious....
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest...
Key risks in a divergent equity market
The stock market outlook appears optimistic, fuelled by an ongoing economic...
Three ways to assess the current market
Disruption could extend the current bull market, with high-bandwidth memory...
Are metals necessary for the energy transition?
Transition metals are becoming increasingly important in portfolios because...
Multi-asset investing poses unique challenges
From basic asset allocation strategies, market timing, diversification...
Hunt unveils tax cuts in pre-election Budget
‘Budget for Long Term Growth’ delivers lower taxes, better public services...
Is private credit a multi-year opportunity?
The vintages over the next couple of years are going to be very, very attractive...
