Global Navigator, Economist Insights Investors like what they see in US tea leaves Do 4.9% third quarter GDP growth, the lowest core CPI reading in two years and an unemployment rate at a 21-month high add up to a soft landing for... Nov 20, 2023
Global Navigator, Economist Insights Risk appetite rebounds in early November After several weeks of shunning exposure to riskier asset classes in favor of cash, gold and US sovereign debt, investors shed some of their caution... Nov 14, 2023
Global Navigator, Economist Insights Central banks not the only ones on hold The week going into November encompassed two major central bank meetings, the next stage in Israel’s war against Hamas, more weak... Nov 06, 2023
Multimedia Weekly fund flows highlights – 30th October 2023 EPFR’s Steve Muzzlewhite explains how rising geopolitical tensions caused investor sentiment to shift away from bond flows and equity fund... Nov 01, 2023
Quants Corner, Quant Insights Copper, a silver bullet for a commodities strategy? The brightest star in the commodities firmament? That changes from day to day in response to shifts in supply and demand. But copper, or ‘red gold’... Oct 31, 2023
Global Navigator, Economist Insights Investors spurning diversified exposure Faced with rising geopolitical risk and globalization in retreat, investors showed little appetite for diversified exposure going into the final... Oct 30, 2023