Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?
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Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.