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Key points: Stellar Q3 GDP in the US puts the resilience theme even more in focus The ECB is now more cautious, but its “high for long” narrative will come...

The US dollar has held its strength since the last Federal Reserve (Fed) interest rate hike. Given the resilience of the US economy, it’s hard to bet against...

Powell’s cautious words did not tame the bond market These days, high oil prices come with a strong dollar. That’s a double whammy for European inflation We...

Key points: Technological innovation combined with labour shortages are driving growth of robotics and automation We see potential investment opportunities in t...

Yields have gone up on bonds relative to the yield on equities. The gap, in some cases, is back to levels not seen for more than 20 years. To me that suggests t...

Key points: COP28 follows the first global stocktake of progress towards climate goals, which have starkly highlighted that far more action is urgently needed T...

Key points In August 2022, Russia cut off its Nord Stream gas pipeline to Europe, triggering an unprecedented gas crisis. But the worst-case scenario was avoide...

Key points: Global ETF assets under management have shown impressive resilience despite ongoing economic uncertainty in the past few years A notable portion of...

Key points Globalisation, characterised by the rapid flow of goods, services and capital across international borders, is at a crossroads Recent geopolitical ev...