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Tag: Equities

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Solid Macro Fundamentals in Brazil Support a H2 24 Stabilisation

After a strong performance in 2023, Brazilian assets had a...

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Quarterly Insurance Update Q3 2024

Welcome to the Q3 2024 investment update designed for insurers...

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Why Now for Investment Trusts? With Phil Kent

In this latest special as part of Octo’s ‘Why now...

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The Yen Carry Trade Unwinds: What’s Next?

Key Takeaways Recent central bank actions and currency interventions have...

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JP’s Journal: Storm in a Teacup

When mainstream national newspapers start writing about the yen carry...

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Is the US Economy in Recession?

The increase in the US unemployment rate in July triggered...

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Vendée Globe 2024/25: The Countdown Commences

It is now only three months to go to the...

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Japan: The Butterfly Effect

Japanese equities have just experienced one of their biggest ever...

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JP’s Journal: A week is a Long Time…

“A week is a long time in politics”, a phrase...

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No Rate Cut Yet, But the Clouds Are Parting

Fed officials again kept the federal funds rate at 5.25–5.50%....

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