China: Locked down but not out
As key US indexes closed their books on a month that saw the Nasdaq record its biggest drop since October 2008, investors seeking to escape market...
Covid
Sector Rotation: Post-Covid still in the future
Flows and allocations to different sectors and sector-related fund groups over the past 14 months have been marked by conviction, record inflows –...
Risk takes a holiday as pandemic’s latest wave saps festive spirits
With major central banks responding to rising inflation, investor focus shifted during the third week of December to the Covid-19 pandemic’s latest...
Inflationary noose tightens and Omicron cuts loose in mid-December
The jury is still out on the impact of rising Covid caseloads triggered by the Omicron variant, but the latest round of inflation numbers delivered...
Investors parse the meaning of transitory going into December
Hopes that the impact of Covid’s Omicron variant will prove transitory, concern that it will not, and fears that inflation is here to stay...
Turkey for Thanksgiving, Omicron for Christmas?
With Covid regaining center stage, much of the US on holiday and many central banks rummaging around in their inflation containment toolkit, flows...