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GLOBAL CREDIT BULLETS | Monday, 28 July 2025
Tariffs – US signs trade agreements with EU and Japan Last Sunday, the EU and the US sealed a deal...
28 July 2025
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Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 23 July 2025
Currency Swings – The driver of Divergent S&P 500 returns As of July 18, 2025, the S&P 500 recorded a...
23 July 2025
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GLOBAL CREDIT BULLETS | Monday, 21 July 2025
US – Tariffs not hammering, economy remains resilient Last week’s economic data confirmed that the US economy remains strong. Core...
21 July 2025
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GLOBAL CREDIT BULLETS | Monday, 14 July 2025
Tariffs – State of Play Several new tariffs and threats were made over the past week. Last Saturday, Trump announced...
14 July 2025
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Mid-year Updates 2025 | Strong Fundamentals, Selective Opportunity: The Case for Financials
The last six months have been eventful for markets, driven largely by developments under the Trump administration and the campaign...
9 July 2025
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GLOBAL CREDIT BULLETS | Monday, 7 July 2025
UK: Political Uncertainty Shakes Markets Drama erupted last Wednesday as fears mounted over Chancellor Reeves potentially resigning and taking the...
7 July 2025
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Mid-year Updates 2025 | Fundamentals: The True Long-Term Driver of Value
The global macroeconomic backdrop today appears complex but not without some positive signals. On one hand, there are still signs...
2 July 2025
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GLOBAL CREDIT BULLETS | Monday, 30 June 2025
Middle East: A Ceasefire Plunges Oil After the U.S. unleashed massive bunker-buster strikes on Fordow, Natanz, and Isfahan on June...
30 June 2025
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GLOBAL EQUITY BULLETS | Wednesday, 25 June 2025
FX Impact and Regional Divergences Shape YTD Equity Performance As of June 20, 2025, the S&P 500 posted a +2%...
25 June 2025
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Mid-year Updates 2025 | Navigating Policy Risk: Identifying Value in Dislocated Markets
As we approach the midpoint of 2025, the global economic outlook appears increasingly challenging. The first half of the year...
24 June 2025
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GLOBAL CREDIT BULLETS | Monday, 23 June 2025
Middle East – U.S. enters war The U.S. joined the war over the weekend, launching airstrikes on Iranian nuclear sites...
23 June 2025
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GLOBAL CREDIT BULLETS | Monday, 16 June 2025
Middle East – Rapid Escalation Last Friday, Israel launched “Operation Rising Lion,” deploying around 200 jets to target Iranian strategic and nuclear...
16 June 2025
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