insights.

Markets and economies are increasingly driven by a handful of winners while the rest stagnate. How should investors react? 

As societies age, investor preferences will shift towards stable income over capital appreciation, reshaping portfolio construction.

French political turmoil has sparked a reassessment of the nation’s sovereign risk. What is the market signalling about the credit outlook? 

For more than three years, bonds have offered poor diversification and limited income.  Yet, is the tide starting to turn for fixed income? 

The Fed rules the yield curve – overshadowing inflation and fiscal concerns – but low yields will require commitment to rate cuts.

Global trade remains on course for another year of expansion despite Trump’s tariffs, but are some economies faring better than others?

Measures of US unemployment are delivering mixed messages; could this divergence signal a potential economic slowdown?

Trump’s tariffs have not yet been inflationary due to pre-emptive inventory building, but could this situation change in the coming months?