Davos 2025: Key Takeaways
There is a general sense of great optimism, but also heightened geopolitical concerns. Americans are extremely positive, while Europe is...
24 January 2025
Keep readingInsights
Market Views Equity Global Equity
GLOBAL EQUITY BULLETS | Wednesday, 22 January 2025
The Divergence between Concentration and Value in Equity Markets The global concentration of equity has become increasingly polarised, with a...
22 January 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 20 January 2025
US Politics – Inauguration Day Today Trump will be inaugurated as the 47th president. He’ll be sworn in at 12pm...
20 January 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 13 January 2025
US Economy – Strength Continues Friday’s job data surprised strongly to the upside, as 256k new jobs were added versus...
13 January 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Tuesday, 7 January 2025
Focus Q1-25 – Trump, data, geopolitics This year’s first quarter will be driven by US politics, economic data and global...
7 January 2025
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 23 December 2024
Fed – Focus back to inflation The Federal Reserve turned hawkish at its December meeting. The Fed cut rates by...
23 December 2024
Keep readingMarket Views Equity Financials
Year-end Updates 2024 | A strong year for the Equity of Global Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
12 December 2024
Keep readingMarket Views Equity Global Equity
Year-end Updates 2024 | Keywords for equity in 2025: Quality, focus and selectivity
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
10 December 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 9 December 2024
US Economics – Labour markets on track The US added 227k jobs in November, in line with expectations of 220k,...
9 December 2024
Keep readingMarket Views Credit Global Credit
Year-end Updates 2024 | Global Credit: a selective approach heading into 2025
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
4 December 2024
Keep readingMarket Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 2 December 2024
France – Budget drama to carry on In France, political turmoil continues as the government struggles to approve a budget....
2 December 2024
Keep reading
Load more
