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Tag: Equities

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Look to Europe for Value

Markets are going through a period of regime change, with...

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The Future of Food

By 2050, an estimated 10 billion people will live on...

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Start of Tightening Cycle Signaled by Hawkish Powell Comments

Boston – The January 25-26 meeting of the Federal Open Market...

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Going Premium: Lessons from China’s Beer Industry

Rising disposable income and an increasing appreciation for quality have...

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FOMC Meeting: As Expected, But Demurs on Future Policy Specifics

The highly anticipated Federal Open Market Committee (FOMC) meeting  ended up...

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A Turning Point for Treasury Operations in China

Covid-19 and regulatory changes are accelerating the digitalisation of treasury...

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Megatrends are About Collaboration Rather Than Isolation: A Case Study of AI & Biorevolution

In many discussions with investors, we tend to find people...

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Market Reaction to Fed Statement Creates Opportunities

The Federal Reserve refrained from raising rates in yesterday’s policy...

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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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