Knowledge

Insights

14 Oct 2021

Peak activity is behind us in developed markets as vaccination momentum approaches a natural ceiling and central banks turn towards policy...

07 Sep 2021

Today, as many economies approach the final stages of their COVID-19 vaccination programs, unlocking activity hard hit by lockdowns, their experience...
Quick takes on capital markets

14 Jan 2022

Although rising bond yields are challenging the entire tech sector, investors must distinguish between profitless names that are a long way from...

07 Jan 2022

Aside from some volatility, markets are shrugging off the Omicron variant. Not only is the virus posing less of a risk to economic activity, but...
Short & Sharp Blog

30 Apr 2021

Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting...

09 Feb 2021

Aside from a short period of global market unrest triggered by meme stock trading, investor sentiment has remained broadly positive through the first...