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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
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Finding a haven in currency markets
While safe haven assets may not always be a key source of long-term retu…
21 Nov 2024
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Adapting to an environment of higher interest rates
The relentless rise in bond yields has been the main theme in markets ov…
02 Nov 2023
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Picking the “winners” from the equity sectors
US stocks have scaled record highs this year. However, there is a wide d…
15 Feb 2024
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A new gold standard?
We see a mix of positive and negative factors BRICS countries are consid…
13 Jul 2023
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The great revival of Europe’s industrials
Europe’s industrials sector is expected to benefit from a fiscal boost i…
26 Jun 2025
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Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
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The U.S. Dollar – the view after the fall
History and a review of the Dollar’s drivers argue the currency still ha…
13 Nov 2025
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A window of opportunity for Emerging Market bonds?
Our view on whether there’s a window for Emerging Market bonds to …
30 Nov 2023
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A textbook landing?
Regular air travellers will understand the fixation many industry observ…
11 Apr 2024
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The Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024
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Why USD100 oil isn’t the economy-killer it used to be
The recent oil surge mirrors a 1970s-style disaster, but data suggests m…
09 Apr 2026
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An inconvenient truth
Investors concerned about market volatility stemming from escalating ten…
10 Oct 2024
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The weakening of US influence?
A more transactional US foreign policy is likely to lead to a reduction …
13 Mar 2025
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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 2023
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What next after the V-shaped rebound?
While we remain circumspect on a year-end equity rally, there’s room for…
16 Nov 2023
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A year-end rally in US equities?
I am always interested in what clients are thinking. I especially enjoy …
09 Nov 2023
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Riding the US entertainment wave
Among the eleven sectors making up the US equity market, only one has se…
08 Jun 2023
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What multi-polarism brings
The initial optimism on US equities following Trump’s election has faded…
03 Apr 2025