Tag: Equities

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January Global Macro Monthly – Omicron to a Russian Rubicon

Key points   Omicron cases appear to be peaking in...

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January Op-Ed – Normalisation and Correction

Key points The Federal Reserve’s relentless hawkish messaging is a...

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AI: Building Momentum as we Start 2022

While it is easy to find the big prognostications about...

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The Future of Food: How will we Feed 9bn People on a Hotter Planet?

Innovation will play a key role to feed nine billion...

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Quarterly Income Outlook – January 2022

As we enter 2022, we have already experienced a rapid...

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The Digital Economy: Reasons for Optimism in 2022

The Digital Economy describes the vast universe of companies operating...

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Five Reasons to Retain an Interest in Fintechs

A real driving force behind the current digital revolution, fintechs1 –...

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Our Top Four Sustainable Equity Investment Themes for 2022

Sustainable investing has continued to grow at record pace. We...

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Who’s the Looser?

Key Points   While the US overheating is undeniable, it’s...

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What’s On the Horizon for 2022?

Bill Adams, Erik Weisman and Rob Almeida provide a macroeconomic...

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