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Tag: Markets and Economy

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Is the Market Ahead of Itself on Rate Cuts?

In this monthly series, we take a quick, comprehensive look...

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A Iayman’s Guide to Infrastructure Debt

The cornerstone of modern society, infrastructure assets are the basic...

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Euro Area: ECB on Hold; April Cut? Maybe

As expected, the European Central Bank (ECB) decided to keep...

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Market Monitor – 26 January 2024

Global stock markets have shaken off their January blues this...

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JP’s Journal: The Joke’s On Us

Davos is alive and kicking. Switching on Bloomberg TV in...

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India: Shooting for the Moon

Returning to India recently, we spent time in Hyderabad, the...

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Upside Inflation Surprise… Not as Bad as it Looks

Headline December UK consumer price inflation (CPI) came in at...

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Ideas in Action – Regional Diversification to Support Convertibles Performance

US convertibles always tend to be in focus as they...

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ClockWise: Stocks Strong Ahead of Earnings Season

Equity markets continued to rally last week, moving into positive...

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Taiwan Vote: Some Comfort for China

The Taiwanese people elected the candidate of the Democratic Progressive...

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