The best defense is a good Chinese economy
Worries about the impact a two-pronged credit squeeze, driven by quantitative tightening and the pressure on regional bank loan books, will have on...
Sector Rotation
Off the wires: Investors bet on shrinking pool of tech stocks as rally narrows
Year-to-date the American S&P 500 index has rallied by over 7.5%. However, with a large proportion of these gains driven by just seven...
Weekly fund flows highlights – 15th May 2023
Following interest rate increases from both the US Federal Reserve and the European Central Bank, disparity has taken over investors. Our Head of...
Banking on more pain ahead
A recession in the second half of the year, triggered by the impact of current interest rates on the real estate sector and the banks that lend to...
Monetary squeeze tightens another two notches
Investors were expecting quarter-point interest rate hikes from the US Federal Reserve and European Central Bank (ECB) in early May. They got them,...
Weekly fund flows highlights – 1st May 2023
Market news this week are dominated by rumors of another possible interest rate rise from both the US Federal Reserve and the European Central Bank,...