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In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.
Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.
By: Jason Chen, Katrin Loehken, Dirk Schlüter
Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.
Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.
By: Björn Jesch
How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.
All forecasts at a glance
Compared to the overall market, the U.S. bank sector is bobbling around near its record lows. Rightly so, we say, because banks don’t offer much to please shareholders.
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
By: Maria Milina, Robert Bush, Jason Chen
Once considered separate domains, economic and national security have seen growing convergence in recent years.
The oil and gas sector has been strongly outperforming the alternative energy sector. There are many reasons for that. Higher interest expenditure is one of them.
Our monthly market analysis and positioning
By: Robert Bush, Jason Chen, Maria Milina
“I skate to where the puck is going to be, not where it has been” - Wayne Gretzky, Professional Ice Hockey Player, and Coach
By: Siena Golan, Murray Birt, Aleksandra (Sasha) Njagulj
In the race to reach ‘net zero’ carbon emissions, much effort has been directed towards reducing the carbon produced in operating buildings
