The squeeze is on

A lot of oranges

Fast reading Corporates face the double whammy of a lacklustre economy and muted earnings. With yields likely to stay relatively high through 2024, corporates looking to refinance can also expect a higher cost of capital. This presents a challenging scenario, particularly for highly levered corporates which typically make up the CCC part of the market. […]

Markets soar on rate cut hopes

market snapshot

SDG Engagement Equity Q4 2023 case study

Silicon Labs

Are EM growth stocks set to rebound?

Fast reading Emerging market (EM) growth stocks have underperformed EM value by 23.8% from end-2020 to October 2023. EM value’s outperformance comes despite the fact that it carries almost twice the amount of leverage compared to EM growth1. In the face of rising costs of capital, there is a reduction in operating profits available for […]

Sustaining the momentum

Photo of the city taken with the fish-eye effect

market snapshot

A just transition

Buds in a pot

2024 Outlook

Higher for longer

Face on paper money

2024 Outlook

China: the growth question

Blurred crowd in china town

2024 Outlook

Innovators: a catalyst in the making

2024 Outlook

Natural capital: the call of the wild

Close-up of the veins in the leaf

2024 Outlook