Global Navigator, Economist Insights Investors choose to follow the data Although the US Federal Reserve only sees one interest rate cut in the second half of 2024, investors opted during the third week of June to focus... Jun 24, 2024
Global Navigator, Economist Insights Politics snapping at Europe’s heels The aftershocks of the European Parliamentary elections continued to reverberate during the second week of June, with French leader Emmanuel Macron... Jun 17, 2024
Global Navigator, Economist Insights Investors find reasons to move in early June The first week of June ended with investors digesting the results of general elections in South Africa, India and Mexico, and looking ahead to key... Jun 10, 2024
Quants Corner, Quant Insights Is there still hope for Middle Earth? Cheerleaders for the UK’s stock market are thin on the ground these days. They are even thinner when it comes to the small and mid-cap spaces, with... Jun 07, 2024
Global Navigator, Economist Insights Funds benchmarked to Bitcoin drive alternatives With election results for South Africa, India and Mexico looming and key central bank meetings on the horizon, investors generally took a... Jun 06, 2024
Global Navigator, Economist Insights Soft landing story facing trade barriers A ‘soft landing’ for the global economy, with inflation broadly tamed while avoiding a recession, remains the dominant narrative in asset markets,... May 28, 2024