Markets

        
            Market outlooks
          
            Yesterday
          
        Why a recession could be the best thing for your portfolio
      
        Federal Reserve Chairman Jerome Powell's recent announcement...
      
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            Markets
          
            18 September 2023
          
        Chart of the Week: Excess savings
      
        I am intrigued and—admittedly—surprised by the robustness of...
      
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            Market outlooks
          
            15 September 2023
          
        Changing tides in Japan: markets brace for policy shift
      
        Market participants are bracing for an unexpected — and for...
      
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            Markets
          
            14 September 2023
          
        Lagarde’s ‘heavy words’ hint at long plateau for rates
      
        The European Central Bank is most likely done hiking...
      
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            Markets
          
            13 September 2023
          
        Europe braces for high-stake interest rate showdown
      
        The upcoming meeting of the European Central Bank (ECB)...
      
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            Market outlooks
          
            11 September 2023
          
        Baillie Gifford EM strategy bets on India, LatAm, Indonesia
      
        Pension funds are keen for asset managers to increase...
      
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            Markets
          
            04 September 2023
          
         Chart of the week: regime change or oil?
      
        Long-term inflation expectations have risen this year. In...
      
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            Asset Managers
          
            01 September 2023
          
        Problems in China upset even enthusiasts
      
        Chinese growth is disappointing. Global asset managers are...
      
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            Asset allocations
          
            31 August 2023
          
        Everything falls into place for boisterous India
      
        Superlatives are raining down on India, which seems to have...
      
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            Markets
          
            28 August 2023
          
        Chart of the week: Is the ECB finally ready?
      
        At the time of writing, markets are still pricing in just...
      
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            Family offices
          
            24 August 2023
          
        Time to be cautious when pearl diving among junk
      
        High yield bonds are positioning themselves cautiously in...
      
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            Markets
          
            23 August 2023
          
        Investing with artificial intelligence
      
        Artificial intelligence is eminently an application for...
      
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            Markets
          
            21 August 2023
          
        Chart of the week: ‘hopium’ is gone
      
        The 'intra-day' turn of the S&P 500 Index following the...
      
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