Thought the index investing is diversified? Think again
Market Updates THE BREADTH OF TIGHTENING IS REACHING ITS HIGHEST IN 15 YEARS This is the summary, read the full blog here [...]
Financial markets are at a crossroads
Market Updates FINANCIAL MARKETS ARE AT A CROSSROADS This is a summary, read the full blog here Financial markets are at a [...]
Inflation or economic growth – what breaks first?
Market Updates INFLATION OR ECONOMIC GROWTH - WHAT BREAKS FIRST? This is the summary of our weekly update, you can read the full blog here [...]
The major investment theme of 2022
Market Updates THE MAJOR INVESTMENT THEME OF 2022 This is the summary of our weekly update, you can read the full blog here [...]
Difference between monetary policy Europe & US
Market Updates DIFFERENCE BETWEEN MONETARY POLICY EUROPE & US Last week we showed a long-term chart of U.S. real interest rates to make [...]
Results exceed expectations: how sustainable are the company earnings
Market Updates Results exceed expectations: how sustainable are the company earnings? With the Q3 earnings season nearing the end, it has been another strong [...]
Inflation numbers continued to make new highs
Market Updates INFLATION NUMBER CONTINUE TO MAKE NEW HIGHS Another week of global inflation data only served to emphasize how important the future [...]
Very solid footing heading into the final stretch of 2021
Market Updates VERY SOLID FOOTING HEADING INTO THE FINAL STRETCH OF 2021 Despite persistent headline stagflation concerns and supply chain issues, the market [...]
The transitory inflation spreads to rents and wages
Market Updates THE TRANSITORY INFLATION SPREADS TO RENTS AND WAGES The narrative of ‘transitory’ inflation has lost any creditability it may have had. [...]
New stories shifts investor focus
Market Updates NEWS STORIES SHIFT INVESTOR FOCUS While the financial media headlines continue to focus on the headwinds for economic growth – China [...]