Equities
Equities
US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
27 Apr 2022
4 min read
In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...
In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is...
We dig into the underperformance of mid-cap stocks listed in London versus their larger peers, an...
Equities
Tuning into the FM signal
Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?
27 Jan 2022
3 min read
There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...
It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
