Sustainable Global Equity Report, Q4 2022
The inflation game-changer
China stocks rally on property support and Biden-Xi meeting
market snapshot
The art of going against the grain
Asia ex-Japan’s ten-year anniversary
Markets bounce on hopes US inflation has peaked
market snapshot
Ahead of the Curve, Q4 2022
Fast reading: Macro outlook: The European energy crisis, mounting inflation (implying tighter monetary policies), and a poorly performing Chinese economy are all battling for the spotlight on the stage of economic uncertainty. The geopolitics of high inflation: While policy decisions are often the results of short-term pressures, recent geopolitical developments can provide some guidance with […]
‘Tis the season to be jolly? The retail outlook says otherwise
The economic outlook continues to weaken amid political and financial market turmoil. UK retail sales declined more than expected in September with volumes down by 1.4%, driven by rising prices and the cost of living crisis – and further exacerbated by the unplanned bank holiday heralded by the state funeral of Queen Elizabeth II. This […]
Central banks ramp up rates in shadow of recession
market snapshot
Markets take fright as Xi assumes total control
market snapshot
Inflation still stubbornly high despite central bank hikes
market snapshot
Spectrum Q3 2022
Have alternatives gone mainstream?
