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Boring Bonds Are Back

Roger and Peter discuss why rising bond yields matter for the global economy, financial markets…

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Holistic wealth management beyond investment returns

Investment managers pick assets. Wealth managers build complete financial strategies around goals, risk, tax and…

AI Boom or Bust?

Tech giants are investing heavily in AI, but strong revenues and cash flows continue to…

The Case For Sustainability

Sustainable investing still offers strong long‑term potential despite hostile politics and weak near‑term sentiment

A Downbeat Dollar?

Dollar strength after Trump win may fade as policy and liquidity shift emerge

Credit Spreads Look Stretched

Credit spreads tighten as investor complacency rises despite slowing growth

China's Turning Point?

Chinese equities trade at multi-decade lows but stimulus may trigger re-rating

Value Beyond The US

US equities trade at rich valuations while emerging markets offer relative value and potential outperformance

Stocks Priced For Perfection?

US CAPE valuation signals risk but doesn’t end bull market momentum

Rousing The Dragon

China’s debt hangover echoes Japan, but fresh stimulus is powering a sharp equity rebound

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