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CIO Insights 3Q24:
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Global
• 22 Jul 2024
Impact of US Presidential Election on Equities
Trump vs Biden’s Legacy. The past few weeks has been a whirlwind of unprecedented events in American politics. From the Presidential debate between Biden and Trump on 27 Jun, to the shocking as...
Global
• 19 Jul 2024
Economics Weekly: Fed Easing on the Card
Global
• 15 Jul 2024
Multi-Asset Weekly: Markets Climb on Easing Inflation
Global
• 12 Jul 2024
Economics Weekly: Inflection Point in Fed Policy
Global
• 8 Jul 2024
Multi-Asset Weekly: Geopolitical Tensions Strain Growth
Equity Strategy
Global
• 18 Jul 2024
Global Payment - Summer Spending Fuelling Up
Summer spending to fuel consumer payments. Payment volumes in the US are poised for growth in 2H24, fuelled by an increase in summer spending. According to a recent market survey, US consumers will ...
Global
• 11 Jul 2024
Global Alcoholic Beverages - Brewing Up a Record Year with Dry Summer and Major Sports
Global
• 4 Jul 2024
Global Restaurants – Value-focused Strategies to Reignite Growth
Global
• 2 Jul 2024
Luxury Unshaken
Global
• 26 Jun 2024
Global Ride-hailing - Dominant Players Focus on Profitability
Fixed Income Strategy
Global
• 11 Apr 2024
The Golden Opportunity in Fixed Income
The great Fed-given opportunity for fixed income. While much has already been said about the latest Fed hiking cycle and its far-reaching impact on both financial markets and the real economy, we bel...
Global
• 9 Apr 2024
Global Credit 2Q24: Navigating the Descent
Global
• 9 Apr 2024
Global Rates 2Q24: Nuanced Resilience
Global
• 22 Mar 2024
Japan Hikes, US Debt Spikes. What Now for Bonds?
Global
• 29 Jan 2024
Liquid+ Strategy Review
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