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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…

Cyclical Stocks Should Be Performing Better

Equal-weight underperformance highlights Magnificent Seven dominance, with cyclical catch-up potential ahead

Stronger Order Books Bode Well For Earnings

ISM new orders point to stronger S&P earnings but downside risk remains if forecasts slip

Rebounding Trade Lowers Recession Risks

South Korea export rebound signals improving global trade and lower near-term recession risk

Quarterly Q&A Q1 2024

Roger and Peter on stronger data, shifting inflation trends, rate policy and the path for…

Rational exuberance?

Global equities look buoyant, but AI leaders aren’t yet in a true bubble and cheap…

The Inventory Cycle Has Bottomed

US manufacturing orders-to-inventories ratio signals global growth recovery and production rebound

UK Spring Budget 2024

A summary of the UK Spring Budget 2024

Liquidity and Markets

Roger Hirst and Michael Howell of CrossBorder Capital discuss how liquidity drives markets and shapes…

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