MARKETS
Three standout themes this European earnings season
When valuations and expectations are sky high, any bad news can shake investors’...
US economy continues to surprise on the upside
The US economy’s strength in recent months is broad-based, with strong...
Is it time to invest in gold stocks?
Over $15bn has flowed out of precious metals exchange-traded funds (ETCs)...
Concerns over market bubble may be overblown
Investors may be questioning whether now is the right time to buy with...
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...
