Market Insights

Weekly Update | 8th December, 2023

Weekly Update | 1st December, 2023

Weekly Update | 17th November, 2023

Weekly Update | 3rd November, 2023

This market insight is a selection of questions from our investors that I answer to provide further insight into the year that was, and our outlook for the upcoming...

Stagflation has become a hotly debated topic as inflation expectations rise and growth expectations fall. Stagflation, a hybrid of stagnating growth and rising...

Momentum in global growth has unexpectedly softened in recent months. Persistent supply chain disruptions are hampering production, slowing spending and delaying...

The potential for a slowdown in the world’s two largest economies is feeding concerns that global growth may have peaked Both countries are also facing another wave...

Increasing regulatory scrutiny is feeding uncertainty in the Chinese equity markets and has once again raised the question of whether the local Chinese equity market...

The struggle to find income is not new, but is currently complicated by expectations of rising government bond yields and heightened inflation, creating risks for...

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...

The ongoing recovery and rising yields still favour risk assets such as equities, corporate HY debt and EM fixed income.Recovery has peaked for the U.S. and China,...

Variations in vaccination progress and economic stimulus have delayed synchronization of the global economic recovery. The U.S. is expected to lead the recovery in...