American politics: Where’s the information advantage?
The impending US Presidential election, which pits Democratic Vice President Kamala Harris against former Republican President Donald Trump, is...
equity fund flows
A rotation with Chinese characteristics
Investors anticipating that recent interest rate cuts in North America and Europe will drive a rotation from bonds to stocks, especially emerging...
China amplifies Fed’s interest rate pivot
In the wake of the Federal Reserve’s first interest rate cut in over four years, US equity markets hit fresh record highs and collective flows into...
Investors given a ‘jumbo’ US rate cut to digest
The final day of the latest reporting period, which coincided with the US Federal Reserve’s first interest rate cut since March 2020, saw flows into...
2025年 日本経済見通し
As we head into September’s next round of central bank meetings, all eyes will be on the Federal Reserve and the Bank of Japan.
Rotating to safety in early September
Ahead of a nine-day window encompassing policy meeting by the European Central Bank, US Federal Reserve and Bank of Japan, investors steered another...