In search of silver linings
Market snapshot
Euro-denominated short duration – only upside from here?
Chartology
Beijing faces limited options to tackle economic woes
A fixed income perspective
Navigating China’s economic turbulence
Global Emerging Markets Equity
Will the US equities rally continue?
market snapshot
Getting better all the time?
market snapshot
Passing the stress test
market snapshot
Fearful markets brace for further hikes
Fast reading: Turbulence in commercial real estate (CRE) has increased this year amid concerns about the impact of soaring interest rates on the sector. As real estate market ‘corrections’ are a regular feature of the property market, institutional investors may try to seek out cycle-agnostic investment strategies. Equites headed downward this week as investors braced […]
Wait and see (redux)
market snapshot
Beyond re-opening: the long-term trends to watch in China
Optimism that China’s scrapping of its strict zero-Covid controls would boost the global economy has been tempered by weaker-than-expected data in May on retail sales, industrial output, and investments. But this short-term blip needs to be viewed in the context of the vast technological and demographic shifts underway in the world’s second largest economy that […]
