Equities (132)
Investment strategy
Market volatility: What does it mean for investors?
With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...
27 Jan 2022
3 min read
Even though we're only a few weeks into the new year, investors have already seen some significan...
There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
The global disease presents risks and opportunities to investors, as well as the chance to delive...
Economics
Omicronomics: the central bank response to the mutating virus
If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
17 Dec 2021
4 min read
We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...
The latest consultation on sector classification reaffirms our conviction that thematic strategie...
With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
