Market Views Equity Financials
Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
Keep readingThe central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
