Search results for 'opportunities'

Search results 61-10 of 10
The New World Order
Investors are happy to catch their breath for a moment, following a very active few months since Trump returned to the White House.
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European Bond markets: five musings from September
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for September.
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European bond markets: five musings from June
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for June.
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Inside a lab: a day in the life of a global equity investor
On a visit to a US diagnostics lab, we saw an impressive combination of scale, automation, and workplace culture.
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Searching for a Strait answer
Newsflow from Iran dominated the week, with investors perplexed by a backdrop of conflicting messages and signals.
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It's hot, but markets feel pretty chilled
Oil fell to pre-conflict levels this week, easing inflation concerns, while in the UK, markets took the win of Labour frontrunner Burnham on trust.
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As the Middle East stalemate drags on, so the economic pain will continue to build
This week Middle East tensions drove oil to $115, G7 central banks stayed on hold, and European credit spreads reflected complacency.
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Over-Cooked?
Trump’s firing of Fed governor Lisa Cook was the big news of the week, while in France, Bayrou made a decision to call for a Vote of Confidence.
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Making all of her own problems
Japanese assets came under increasing pressure over the past week, as Prime Minister Sanae Takaichi continues to unsettle markets.
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Hawks will begin to circle, as inflation heat rises over the summer
The week saw Fed hawkishness intensify alongside AI-driven inflation concerns, whilst the Eurozone faces fiscal pressures and Japan normalises policy.
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