How will policy uncertainty and macro headwinds shape opportunities in fixed income? As we approach the mid-point of 2025, volatility is defining the investment landscape. The first half of the year has underscored multiple key learnings for investors that look set to play out as we move through 2025 and beyond, chief among them is […]
Key Takeaways Oil prices are down so far in 2025, the result of oversupply and forecasts of lower demand from...
Professor Vaclav Smil cautions about the hyperbolic claims being made for new headline-grabbing technologies. The early 21st century is obsessed...
The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by...
What is going on in America currently is clearly the dominant factor for markets. There is a debate about whether...
Key information panel HSBC GH Luxembourg Fund is designed for European investors looking to tap into opportunities created by...
While uncertainty remains high, the current macroeconomic environment has created...
Technology remains a core, long term holding with Carmignac’s Global...
The equity market outlook for 2025 reflects the complex interplay...
Donald Trump’s election victory has brought renewed focus on international...
President-elect Donald Trump’s victory bolstered investor expectations of robust US growth and higher yields given his emphasis on fiscal stimulus...
A tale of two economies Key markets overview The times they are a-changin’ Key markets overview The winner takes it...
Emerging market hard currency sovereign spreads continued to narrow in October amid risk-off market sentiment. The consequent compression in High...
‘Don’t put all your eggs into one basket’ is a well-known phrase highlighting the importance of diversification. When investors diversify...
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