geopolics

This week’s charts begin with a barometer of leading indicators from the OECD.

Key Points: • Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy...

I’ll let you in on a little secret. While they may not care to admit it, even the most die-hard bottom-up, fundamental investment managers follow and consider macro...

There are now more than 100 closed end listed investment funds on the ASX including Listed Investment Companies (“LICs”) and Listed Investment Trusts (“LITs”). For...

The global economy is now more than seven years into a durable but modest expansion. But what will happen when the cyclical tailwind that began last summer fades? And...