Roger and Peter discuss why rising bond yields matter for the global economy, financial markets…
Investment managers pick assets. Wealth managers build complete financial strategies around goals, risk, tax and…
Tech giants are investing heavily in AI, but strong revenues and cash flows continue to…
US inflation expectations have normalised near 2%, supporting Fed rate cuts if they remain anchored
US shale output is hitting records, keeping oil prices in check as SPR refills lag
Oil has remained range-bound despite Middle East tensions, reflecting more diversified supply and reduced global…
Red Sea disruptions are lifting shipping costs, but the inflation hit is far below the…
US money market assets are at record highs, implying large cash overhang that could support…
Red Sea disruptions may lift goods prices, but weak demand and steady oil make a…
Gold’s strong risk-adjusted returns and post-rate-hike tailwinds point to further upside despite its polarising reputation
Limited global policy divergence and stronger US growth should keep the dollar range-bound, supporting risk…
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