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Tag: Markets and Economy

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Weekly House View | A Spirit of Dialogue at Davos

The CIO’s view of the week ahead. The week in...

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Q1 2026 Outlook: Visibility Means Risk On

Entering 2026, clearer fiscal and monetary signals support a more...

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Silver: At the Intersection of Megatrends

Silver’s New Playbook:AI, Defence and the Power Build-Out Shifting Demand...

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China’s Persistent Deflation Constrains Market Broadening

Inflation in China accelerated at its fastest pace in nearly...

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Weekly House View | Earnings to the Fore

The week in review US jobs growth slowed more than...

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A Brief Reprieve

Investors had a brief reprieve from geopolitical surprises at the...

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Bond Navigators: Beware the Narrative

In a recent meeting I was asked if I was...

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Market Update on Developments in Venezuela

The weekend’s operation in Venezuela and the capture of Maduro...

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Carmignac Portfolio Tech Solutions: A Fund that Represents a Long-Term Conviction

How to assess our approach to technology sector equities since...

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Charting a Course Through the Changing Responsible Investment Landscape

How understanding market dynamics and research led insights help us...

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