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Key points:COP28 saw agreement on transitioning away from fossil fuels, but there is still much more to be done to turn words into concrete actionsIncreased sup...

We were expecting the Fed and the ECB to push back against the market’s aggressive pricing. Only the latter did. The Fed may too relaxed, and the ECB too worr...

Interest rate cut expectations were emboldened by the outcome of the Federal Reserve’s (Fed) latest policy meeting. Bonds and equities have rallied, and the f...

Cyber Week, the post-Thanksgiving period of mass retail discounts - which includes Black Friday and Cyber Monday - remained resilient in 2023, as hord...

Key points:We expect Jay Powell and Christine Lagarde to push back against “early cuts” narrativesThe BOJ is preparing minds to normalisation, even if prude...

The macroeconomic outlook suggests lower interest rates in 2024. Markets may have got ahead of the game in terms of the extent to which rate cuts are priced in...

Key pointsThe global economy is expected to slow down, while inflation and financial conditions are expected to ease further - but the pace and impact on levera...

Key points:Transition to zero emissions is happening much faster than many predict - mainstream forecasters consistently underestimate its paceThey get the futu...

Key points:Global economic growth is likely to remain subdued in 2024, with some pick-up in 2025Given bond yields have risen to multi-year highs, fixed income h...

Key points:Large-cap companies provide access to global sources of revenueDiligent stock selection is crucial to identify long-term growth potential during peri...