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Tag: Markets and Economy

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Moat Strategies Gain on Strong Stock Selection

In August, U.S. equity markets moved higher, driven by expectations...

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UK REITs Poised for Significant Re-Rating

The UK Real Estate Investment Trust (REIT) sector is on...

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Azhar’s Crunching Credit – August: Three Rising Stars

Issuance slowed, due to it being August, with $21bn in...

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Too Much is Never Good

I’m not sure how many of us saw the recent...

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AI’s Double-Edged Role in the Sustainability Revolution  

How should investors view the trade-offs between AI’s rising consumption...

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Market Monitor – 6 September 2025

There was a partial repeat of the early-August sell-off, which...

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A New Cycle Commences

The last two years have been testing for real estate...

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Polina’s Perspective: Recovery with Chinese characteristics

Have you ever lived through a crisis? Most of us...

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US PCE Inflation in July

The Fed’s preferred measure of inflation, the core personal consumption...

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AMO Insight ‘Achievements of the Kishida Administration and Issues to be Addressed by the Next Prime Minister’

Prime Minister Kishida will step down at the end of...

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