14 November 2023 • By Nikolaj Schmidt • 1 min read
The market view on growth has undergone a furious transformation this year. In January, we were bracing ourselves for a hard landing. Then we were tol...
READ MOREInterest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investo...
READ MORECentral banks have continued to be active during the Northern summer, despite little macro data. The European Central Bank (ECB) has restated its c...
READ MOREMost bond market participants were ready for the bear market to end a year ago. In terms of total return, one could make the case that it did: many bo...
READ MOREThe ability for Australian super funds to monitor and manage both explicit and implicit transaction costs is becoming front of mind as the potential f...
READ MOREAs we bid farewell to another European summer, the region reflects on the surge in vital tourism. Beneath the surface, however, there are complex econ...
READ MOREOngoing divergence between the performance of key stocks and sectors is creating opportunities for investors who are patient enough to look beyond sho...
READ MOREThe Sustainable Finance Disclosure Regulation (SFDR) asks us to choose whether a company contributes to an environmental or a social objective, howeve...
READ MOREFinancial markets and, increasingly, many analysts think we can achieve a soft landing. But surveys of economists still put the odds of a US recession...
READ MOREA failure to account for wide-ranging and complex geopolitical risks could wipe out investment returns. There was a time when investors understood ...
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