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Despite continued volatility in the US Treasury market, the high yield market has benefitted from a healthy fundamental backdrop and resilient US economy. Read...

After recording two consecutive negative return years for the first time, a positive year in 2023 for US corporate bonds sets the stage for a more favourable en...

Markets don’t budge on their aggressive pricing of the policy trajectory for the Fed and the ECB despite the absence of “lights flashing red” which would...

Key pointsTechnology continues to drive a diverse set of long-term growth opportunitiesActive management expertise can help identify key trends at the right tim...

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...