14 November 2023 • By Tim Richardson • 1 min read
Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investo...
READ MORE
Central banks have continued to be active during the Northern summer, despite little macro data. The European Central Bank (ECB) has restated its c...
READ MORE
Most bond market participants were ready for the bear market to end a year ago. In terms of total return, one could make the case that it did: many bo...
READ MORE
The ability for Australian super funds to monitor and manage both explicit and implicit transaction costs is becoming front of mind as the potential f...
READ MORE
As we bid farewell to another European summer, the region reflects on the surge in vital tourism. Beneath the surface, however, there are complex econ...
READ MORE
Ongoing divergence between the performance of key stocks and sectors is creating opportunities for investors who are patient enough to look beyond sho...
READ MORE
The Sustainable Finance Disclosure Regulation (SFDR) asks us to choose whether a company contributes to an environmental or a social objective, howeve...
READ MORE
Financial markets and, increasingly, many analysts think we can achieve a soft landing. But surveys of economists still put the odds of a US recession...
READ MORE
A failure to account for wide-ranging and complex geopolitical risks could wipe out investment returns. There was a time when investors understood ...
READ MORE
The financial landscape looks very different today than it did in 2008, when the collapse of Lehman Brothers almost brought down the entire financial ...
READ MORE
Subscribe to our newsletter
