Peter discusses repricing rate expectations after a volatile Q2 quarter
Russia’s Ukraine war triggers commodity shocks and sanctions, hinting at a shifting monetary order
CEO Peter Clark issues flash Ukraine crisis update on immediate market impacts
US inflation and Ukraine tensions strain debt markets as rate hike hopes clash with reality
Peter discusses a likely Fed U‑turn and how portfolios can benefit
Interview with David Pinniger on key tech themes and how they shape portfolio construction
US inflation at 6.2%, a 31‑year high, as shelter and wage gains strain the “transitory”…
Peter discusses long bonds, healthy volatility and chances to add on market pullbacks
