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Investment Management
Three views on industrials
There are signs of optimism in industrials, artificial intelligence is having an impact beyond tech companies, and EVs could still be a viable investment.
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Financial Advice
AI: Is this the last wave of super intelligence?
AI has and will bring 'enormous disruption' to capitalism and society.
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Investment Management
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate after nearing Fed target.
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Financial Advice
The Magnificent Seven Stock Rally Makes Sense
Earnings and the outlook for tech stock growth support the move higher in stocks.
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Investment Management
How to capitalise on emerging trends in green bonds
Biodiversity is the next frontier for green bond expansion and offers investors untapped opportunity.
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Financial Advice
Three things to know about private markets
In uncertain market conditions, investment in private markets can mean stability, return and income potential, and resilience.
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Investment Management
Can strategic fixed income positioning unlock higher yields?
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.
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Financial Advice
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
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Investment Management
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Investment Management
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Financial Advice
Can AI lead thematic investing back to glory?
Thematic investing could be poised for a standout year for cloud, cybersecurity, 5G and genomics.
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Financial Advice
Is Vietnam the next Asian tiger?
Tailwinds are gathering to support another major leap.
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