global macro

Credit Spreads vs Lending Standards: The latest Fed loan officer survey (which asks banks whether they are making it easier/harder for people to get a loan), showed...

Global Markets Higher bond yields and oil prices caused global equities to remain on the defensive last week, with further hawkish talk from the Federal Reserve,...

Portfolio Manager, Adam Chandler, from Claremont Global, one of Australia’s best performing international funds(1) , discusses opportunities in the current market,...

Global Markets It was all about the Fed again last week, as further hawkish commentary pushed U.S. bond yields higher and U.S. stocks lower. In what seemed a shock to...

In early March, a decision to adjust equity portfolio weightings to various regions could be viewed as one based on relative exposures to higher energy prices, says...

Global MarketsGlobal equities consolidated last week after solid gains over the previous two weeks, with the most notable market movement being a sharp drop in oil...

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...

Short-term events have been put under the microscope recently. Conflict, supply-chain shortages and inflation have all contributed to inevitable rate hikes and rampant...

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...