Standard Chartered Money Insights

By Standard Chartered Bank

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Business

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 12
Reviews: 0
Episodes: 1342

Description

Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and financial analysis that matter to help you make better financial decisions. 

This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).


Episode Date
Through the noise: Eye on earnings as Iran tensions return
Jul 10, 2026
Cut to the Chase! The earnings tailwind
Jul 10, 2026
Cut to the Chase! ‘Non-exuberance’ in the summer months
Jul 08, 2026
Cut to the Chase! The summer market checklist
Jul 07, 2026
Cut to the Chase! The silver bullet
Jul 06, 2026
Cut to the Chase! The return of goldilocks
Jul 05, 2026
Through the noise: Peak hawkishness?
Jul 03, 2026
Cut to the Chase! Warsh and the AI paradigm shift
Jul 02, 2026
InvesTips: Family business succession and governance
Jul 01, 2026
Cut to the Chase! The road ahead for the US dollar
Jun 30, 2026
Cut to the Chase! How to reverse underperformance in Hong Kong-listed China equities
Jun 29, 2026
InvesTips from the CIO’s desk – Who wants to be average?
Jun 29, 2026
Cut to the Chase! The Taiwanese equities rally
Jun 29, 2026
Through the noise: Deciphering Kevin Warsh
Jun 26, 2026
Cut to the Chase! The reign of King Dollar
Jun 24, 2026
Cut to the Chase! The Magnificent Seven and the correction
Jun 24, 2026
Cut to the Chase! Japan and Korea – the divergence between equities and currencies
Jun 23, 2026
InvesTips from the CIO’s desk – Forex fortunes
Jun 22, 2026
Cut to the Chase! Key demand for gold remains intact
Jun 22, 2026
Through the Noise: Navigating shifting sands
Jun 19, 2026
Cut to the Chase! The Fed’s new era: Warsh debut
Jun 18, 2026
Cut to the Chase! How long-lasting will the peace deal be?
Jun 16, 2026
Cut to the Chase! Identifying opportunities post Middle East conflict
Jun 15, 2026
Cut to the Chase! In for the long term – Part 2
Jun 14, 2026
Through the noise: Investor froth scaled back, but not eliminated
Jun 12, 2026
Cut to the Chase! The real signal
Jun 11, 2026
Cut to the Chase! Spotlight on South Korea
Jun 09, 2026
Cut to the Chase! The return of capital raising
Jun 08, 2026
Cut to the Chase! “Isn’t it ironic, don’t you think?” – Part 2
Jun 07, 2026
Through the noise: Resilient fundamentals meet investor froth
Jun 05, 2026
Cut to the Chase! The case for fine-tuning portfolios
Jun 03, 2026
Cut to the Chase! Taking a look at Europe – Part 2
Jun 02, 2026
Cut to the Chase! Taking a look at Europe
Jun 01, 2026
Cut to the Chase! In for the long term
May 31, 2026
Through the noise: All eyes on Hormuz talks
May 29, 2026
InvesTips: The crypto conundrum – Is it right for you?
May 29, 2026
Cut to the Chase! Under extra scrutiny
May 28, 2026
Cut to the Chase! “Speed”, the US 10-year Treasury yield and the S&P500
May 27, 2026
Cut to the Chase! The dilemma central banks face
May 26, 2026
InvesTips from the CIO’s desk – Commodities that shape our world
May 25, 2026
Cut to the Chase! “Isn’t it ironic, don’t you think?”
May 24, 2026
Through the Noise: A fragile equilibrium
May 22, 2026
InvesTips: Strategic wealth planning
May 21, 2026
Cut to the Chase! The Sixth Degree of Separation
May 20, 2026
Cut to the Chase! Examining borrowing costs
May 19, 2026
Cut to the Chase! The post-intervention zone
May 18, 2026
Cut to the Chase! The Hype, the Summit and the Reality
May 17, 2026
Through the Noise: A tipping point?
May 15, 2026
Cut to the Chase! China’s data surprising on the upside
May 13, 2026
Cut to the Chase! Digging deeper beyond headline inflation
May 12, 2026
Cut to the Chase! A look at positioning and flow demand
May 11, 2026
Cut to the Chase! Goldilocks reaction, but uncertainties remain
May 11, 2026
InvesTips from the CIO’s desk – Hedging with derivatives
May 08, 2026
Through the Noise: Locking gains in Asia, rotating to Euro area
May 08, 2026
Cut to the Chase! The Intervention
May 06, 2026
Cut to the Chase! The stagflation threat
May 05, 2026
Cut to the Chase! Gold in the accumulation zone
May 04, 2026
Cut to the Chase! Up like an elevator, down like taking the stairs
May 03, 2026
Through the Noise: The earnings bedrock
Apr 30, 2026
Cut to the Chase! The era of dissent
Apr 30, 2026
Cut to the Chase! The dilemma central banks face
Apr 28, 2026
Cut to the Chase! Too fast too furious?
Apr 27, 2026
Cut to the Chase! EUR/USD upside
Apr 26, 2026
Through the Noise: An uneasy truce
Apr 24, 2026
Cut to the Chase! The cleaner trade
Apr 22, 2026
Cut to the Chase! Is it time to lock in income?
Apr 21, 2026
Cut to the Chase! The re-assertion of ‘de-dollarisation’
Apr 20, 2026
InvesTips from the CIO’s desk – Deep dive into equities
Apr 20, 2026
Cut to the Chase! The aftermath of the Middle East conflict
Apr 19, 2026
Through the Noise: Full circle
Apr 17, 2026
Cut to the Chase! China’s tech sector landscape
Apr 15, 2026
Cut to the Chase! High bar for geopolitics
Apr 14, 2026
InvesTips from the CIO’s desk – The equity edge
Apr 14, 2026
Cut to the Chase! Focusing back to earnings
Apr 13, 2026
Cut to the Chase! Navigating the re-accelerating inflation
Apr 13, 2026
Through the noise: Navigating the Ceasefire
Apr 10, 2026
Cut to the Chase! The reversal trades
Apr 09, 2026
Cut to the Chase! The “prolonged” case and the influence on EM assets
Apr 08, 2026
Cut to the Chase! The “Clarity Factor” coming into play
Apr 06, 2026
InvesTips from the CIO’s desk – The golden mean in mutual funds
Apr 06, 2026
Cut to the Chase! Not likely to deviate from “data-observing”
Apr 05, 2026
Through the noise: Inching towards a stalemate
Apr 02, 2026
Cut to the Chase! A look at Europe
Apr 01, 2026
Cut to the Chase! The tech face-off (China vs. US)
Mar 31, 2026
Cut to the Chase! Taking stock of the conflict
Mar 30, 2026
Cut to the Chase! A look at Emerging Market bonds
Mar 29, 2026
Through the Noise: Getting closer, but not all clear
Mar 27, 2026
Cut to the Chase! The Twin Combination
Mar 25, 2026
Cut to the Chase! Glittering once more
Mar 24, 2026
Cut to the Chase! Factors driving market stress – and what could calm it
Mar 23, 2026
Cut to the Chase! Factoring inflation into the decision-making process
Mar 22, 2026
Through the noise: Crude expectations
Mar 20, 2026
Through the Noise Special : Investing in “Global Tech”
Mar 20, 2026
Cut to the Chase! The Fed and the Middle East re-escalation
Mar 18, 2026
Cut to the Chase! The stance from “The Big Three”
Mar 17, 2026
InvesTips : Redefining wealth through health and wellness
Mar 17, 2026
Cut to the Chase! The flow and the trend – Part 2
Mar 16, 2026
Cut to the Chase! The flow and the trend
Mar 15, 2026
Through the noise: Release of oil reserves is a good start
Mar 13, 2026
Cut to the Chase! Preparing for higher inflation
Mar 11, 2026
Cut to the Chase! The appropriate oil price hedges
Mar 10, 2026
Cut to the Chase! Looking at the Idiosyncratic factors
Mar 10, 2026
Cut to the Chase! Entering a “perfect storm”
Mar 08, 2026
Through the Noise: Iran impact - still contained
Mar 06, 2026
Cut to the Chase! How the Middle East conflict loops into global macro
Mar 05, 2026
Cut to the Chase! Taking a closer look at energy
Mar 03, 2026
Cut to the Chase! Dazed and Confused
Mar 02, 2026
Cut to the Chase! Geopolitical tensions at the fore, once again
Mar 02, 2026
Through the noise: Ignore tariff noise, focus on fundamentals
Feb 27, 2026
InvesTips : Know thyself – What type of investor are you?
Feb 26, 2026
Cut to the Chase! Focus on the fundamentals
Feb 25, 2026
Cut to the Chase! A look at Europe
Feb 24, 2026
Cut to the Chase! All calm on the rotation front – Part 2
Feb 23, 2026
Cut to the Chase! All calm on the rotation front
Feb 22, 2026
Through the Noise: A catch-up US equity rally?
Feb 20, 2026
Cut to the Chase! Monetisation from capex spending
Feb 15, 2026
Through the Noise: Refocusing on growth and earnings
Feb 13, 2026
Cut to the Chase! Solid non-farm numbers
Feb 12, 2026
Cut to the Chase! Software vs. Semiconductors
Feb 10, 2026
Cut to the Chase! Gold remaining intact
Feb 09, 2026
Cut to the Chase! The landslide victory
Feb 09, 2026
Through the Noise: An inflection in markets?
Feb 06, 2026
Cut to the Chase! Here comes the AI-productivity gains
Feb 04, 2026
Cut to the Chase! The Flow of Matters
Feb 03, 2026
Cut to the Chase! India policy support continues
Feb 02, 2026
Cut to the Chase! The month of Gold
Feb 02, 2026
Through the noise: Gold rally heralds new world order
Jan 30, 2026
Cut to the Chase! An uneventful FOMC in an eventful January
Jan 29, 2026
Cut to the Chase! The Neutral Territory
Jan 28, 2026
Cut to the Chase! The jawboning, the move and the fundamentals
Jan 27, 2026
Cut to the Chase! The Robustness of EM Debt
Jan 25, 2026
Through the Noise: One Year of Trump 2.0
Jan 23, 2026
Cut to the Chase! The Indian Union Budget and its implications
Jan 22, 2026
Cut to the Chase! USDJPY in-focus
Jan 21, 2026
Cut to the Chase! Managing the reliance on exports
Jan 20, 2026
InvesTips: Invest your age - Tailored investment strategies for every stage of life
Jan 19, 2026
Cut to the Chase! How many times will the Fed cut rates in 2026?
Jan 19, 2026
Through the Noise: The case for lower Fed rates
Jan 16, 2026
Cut to the Chase! The Self-sufficiency initiative
Jan 14, 2026
Cut to the Chase! The Test on Trump
Jan 13, 2026
Cut to the Chase! The Divergence in Monetary Policy
Jan 12, 2026
Cut to the Chase! Muddling through well
Jan 12, 2026
InvesTips: The role of Alternatives in a world of elevated valuations
Jan 11, 2026
Through the noise: Theatrics aside, a strong start to 2026
Jan 09, 2026
InvesTips: Future proofing your retirement - The insurance way
Jan 09, 2026
Cut to the Chase! Seeking Alternatives
Jan 07, 2026
Cut to the Chase! The Interview – Part 2
Jan 06, 2026
Cut to the Chase! The Interview
Jan 05, 2026
Cut to the Chase! A tale of two stories
Jan 04, 2026
Cut to the Chase! Higher for Longer
Jan 01, 2026
Cut to the Chase! Santa/New Year’s rally still on the cards
Dec 22, 2025
Cut to the Chase! AI in the real economy
Dec 17, 2025
Cut to the Chase! Consistent with further Fed easing
Dec 17, 2025
Cut to the Chase! Embracing the potential volatility
Dec 16, 2025
Cut to the Chase! Pacino, DeNiro, Indian and Chinese equities
Dec 14, 2025
Through the Noise: Outlook 2026 mini podcast series – Outlook 2026: Blowing bubbles?
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series - Equities
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series - Bonds
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series - FX
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series – Artificial intelligence
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series - China & India
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series - Hedge fund strategies
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series - Digital assets
Dec 11, 2025
Through the Noise: Outlook 2026 mini podcast series – Private credit
Dec 11, 2025
Cut to the Chase! FOMC sets the stage for year-end rally
Dec 11, 2025
Cut to the Chase! Changing lanes in asset correlation
Dec 09, 2025
Cut to the Chase! The tone at the press conference
Dec 08, 2025
Cut to the Chase! Watch the JPY carry trade
Dec 07, 2025
Through the Noise: How have you fared this year?
Dec 05, 2025
InvesTips: Carbon markets – Fluff or a concrete opportunity?
Dec 04, 2025
Cut to the Chase! The key risk in 2026
Dec 03, 2025
Cut to the Chase! Potential targeted stimulus in China
Dec 02, 2025
Cut to the Chase! Back to strong performance
Dec 01, 2025
Cut to the Chase! Looking for Defensive Growth
Nov 30, 2025
Through the noise: Renewed hopes of a December Fed rate cut
Nov 28, 2025
Cut to the Chase! The Quantitative Perspectives
Nov 26, 2025
Cut to the Chase! Are we there yet?
Nov 25, 2025
Cut to the Chase! Liquidity is the name of the game
Nov 24, 2025
Cut to the Chase! The Perfect Context
Nov 23, 2025
Through the noise: Tech sector clarity amidst the data fog
Nov 21, 2025
Cut to the Chase! Stars aligning for Indian equities
Nov 19, 2025
Cut to the Chase! A look at the JPY
Nov 18, 2025
Cut to the Chase! The demand for quality
Nov 18, 2025
Cut to the Chase! Looking at the Flow in Gold
Nov 16, 2025
Through the Noise: The US is back in business
Nov 14, 2025
Cut to the Chase! The Happy Medium
Nov 12, 2025
Cut to the Chase! With Great Expectations, comes Great Responsibilities
Nov 11, 2025
Cut to the Chase! Our take on the USD
Nov 10, 2025
Cut to the Chase! Chinese earnings in-focus
Nov 09, 2025
Through the Noise: Impact of political upsets and legal setbacks
Nov 07, 2025
Cut to the Chase! Guidance, CAPEX and Visibility
Nov 05, 2025
Cut to the Chase! Adding Gold on pullbacks
Nov 04, 2025
InvesTips: Understanding wealth lending: Strategies for growing your financial portfolio
Nov 04, 2025
Cut to the Chase! Seeking value at the market highs
Nov 03, 2025
Cut to the Chase! The nuances within Fixed Income
Nov 02, 2025
Through the Noise: Staying constructive into year-end
Oct 31, 2025
Cut to the Chase! Far from a forgone conclusion
Oct 30, 2025
Cut to the Chase! The direction for the next five years in China
Oct 28, 2025
Cut to the Chase! Paving the path for another rate cut this week – Part 2
Oct 27, 2025
Cut to the Chase! Paving the path for another rate cut this week
Oct 27, 2025
Through the Noise: A healthy correction in gold
Oct 24, 2025
Cut to the Chase! The threats from private credit
Oct 22, 2025
Cut to the Chase! Truce out of convenience
Oct 22, 2025
Cut to the Chase! What can lead to more volatility?
Oct 20, 2025
Cut to the Chase! Innovating in the next five years
Oct 19, 2025
Through the Noise: US-China spat: Here we go again
Oct 17, 2025
Cut to the Chase! Trump’s “Impossible Trinity”
Oct 16, 2025
Cut to the Chase! The Great Debasement
Oct 14, 2025
Cut to the Chase! Shaken, but not stirred
Oct 14, 2025
Cut to the Chase! Poker, Go and Chess
Oct 13, 2025
Through the Noise: The make-or-break earnings season
Oct 10, 2025
Cut to the Chase! The great boxer and France
Oct 08, 2025
Cut to the Chase! Abenomics 2.0
Oct 07, 2025
InvesTips from the CIO’s desk – Debt mutual funds – A beginner’s guide
Oct 07, 2025
Cut to the Chase! Assessing the shutdown
Oct 07, 2025
Cut to the Chase! The case for Gold Miners
Oct 05, 2025
InvesTips - Equity market volatility: From chaos to clarity
Oct 03, 2025
Through the noise: Looking through the shutdown
Oct 03, 2025
Cut to the Chase! China In-Focus
Oct 01, 2025
Cut to the Chase! Emerging Markets and the Bond Focus
Sep 30, 2025
Cut to the Chase! The interview and Indian equities
Sep 29, 2025
Cut to the Chase! Gold: Higher for Longer
Sep 28, 2025
Through the Noise: The equities melt-up
Sep 26, 2025
Cut to the Chase! The increase in productivity
Sep 24, 2025
Cut to the Chase! The return of the doves
Sep 23, 2025
Cut to the Chase! Domestic stimulus and Indian equities
Sep 22, 2025
Cut to the Chase! The Forces behind Volatility
Sep 21, 2025
Through the Noise: Positioning post the Fed
Sep 19, 2025
Cut to the Chase! The punchline
Sep 18, 2025
Cut to the Chase! The forces driving USD/JPY
Sep 16, 2025
Cut to the Chase! The case for Chinese equities
Sep 15, 2025
InvesTips - Resilience of bonds: Staying calm during turbulence
Sep 15, 2025
Cut to the Chase! What to expect from the Fed pivot
Sep 14, 2025
Through the Noise: How much will the Fed cut?
Sep 12, 2025
InvesTips from the CIO's desk - Equity mutual funds - a winning formula
Sep 11, 2025
Cut to the Chase! Settling for the Silver
Sep 10, 2025
Cut to the Chase! Ripe for a consolidation
Sep 09, 2025
Cut to the Chase! The debate moves to the size of the rate cut - Part 2
Sep 08, 2025
Cut to the Chase! The debate moves to the size of the rate cut
Sep 08, 2025
Through the Noise: Navigating bond market volatility
Sep 05, 2025
Cut to the Chase! Preview to US jobs data
Sep 03, 2025
Cut to the Chase! The key driver on yields in US and Europe
Sep 02, 2025
Cut to the Chase! Alpha taking over beta in Chinese equities.
Sep 01, 2025
Cut to the Chase! The threat on the Fed
Aug 31, 2025
Through the Noise: Powell opens door for Fed rate cuts
Aug 29, 2025
Cut to the Chase! French politics once more
Aug 28, 2025
InvesTips from the CIO’s desk – Mutual funds are for everyone
Aug 27, 2025
Cut to the Chase! The fuel behind the melt-up
Aug 27, 2025
Cut to the Chase! The highlight in 2025 in Fixed Income
Aug 25, 2025
Cut to the Chase! Tilting towards the doves
Aug 25, 2025
Through the Noise: A delicate balancing act
Aug 22, 2025
Cut to the Chase! US Semiconductors in-focus
Aug 21, 2025
Cut to the Chase! The macro-side of China
Aug 20, 2025
Cut to the Chase! Chinese earnings in-focus
Aug 19, 2025
Cut to the Chase! Seeking Peace Agreement
Aug 18, 2025
Through the Noise: A stock market melt-up?
Aug 15, 2025
Cut to the Chase! In the spirit of diversification
Aug 14, 2025
InvesTips from the CIO’s desk: The easy route to realty
Aug 13, 2025
Cut to the Chase! US CPI - Glass Half-Full
Aug 13, 2025
Cut to the Chase! Revisions to macro data and the implications of such
Aug 12, 2025
Cut to the Chase! “It’s the economy”
Aug 11, 2025
Through the Noise: The Fed to the rescue?
Aug 08, 2025
Cut to the Chase! The Balancing Act
Aug 07, 2025
Cut to the Chase! Shining through the uncertainties
Aug 06, 2025
Cut to the Chase! Breaking the vicious cycle of deflation
Aug 05, 2025
Cut to the Chase! The key pivotal point
Aug 04, 2025
Through the Noise: Taking advantage of the Dollar rebound
Aug 01, 2025
Cut to the Chase! The Persistence of Memory
Jul 31, 2025
Cut to the Chase! Checking the positioning
Jul 30, 2025
Cut to the Chase! A wind of change in Japan
Jul 29, 2025
Cut to the Chase! Looking for the signposts
Jul 27, 2025
Through the Noise: Prelude to the next rally
Jul 25, 2025
InvesTips from the CIO’s desk: Diversification demystified
Jul 24, 2025
Cut to the Chase! The Trumping of sentiment
Jul 23, 2025
Cut to the Chase! All about relativity
Jul 22, 2025
Cut to the Chase! The Typhoon and the Japan Elections
Jul 22, 2025
Cut to the Chase! Inflation and Data
Jul 21, 2025
Through the Noise: Further consolidation ahead
Jul 18, 2025
Cut to the Chase! “Glass Half-Full” vs. “Glass Half-Empty”
Jul 17, 2025
Cut to the Chase! “Crying Wolf” no longer
Jul 16, 2025
Cut to the Chase! The nature behind rising yields
Jul 15, 2025
InvesTips: Gold – Analysing the safe haven
Jul 14, 2025
Cut to the Chase! Earnings in-focus
Jul 14, 2025
Through the Noise: Positioning for a consolidation
Jul 11, 2025
Cut to the Chase! Striving for dominance - Semiconductors (Part 3)
Jul 10, 2025
Cut to the Chase! Striving for dominance – Semiconductors (Part 2)
Jul 09, 2025
Cut to the Chase! Striving for dominance – Semiconductors (Part 1)
Jul 08, 2025
Cut to the Chase! Move like a Butterfly and Stings like a Bee
Jul 07, 2025
Through the noise: Tax cuts and trade deals
Jul 04, 2025
Cut to the Chase! The Transitory Focus
Jul 03, 2025
Cut to the Chase! The Tax Bill and the Markets
Jul 02, 2025
InvesTips from the CIO’s desk: The importance of adaptive financial planning
Jul 01, 2025
Cut to the Chase! Beyond the highs
Jul 01, 2025
Cut to the Chase! “Street Fighter” and the Portfolio
Jun 30, 2025
Taking the initiative on our H2 themes
Jun 27, 2025
Cut to the Chase! The Take on “De-Dollarisation” --- Part 3
Jun 26, 2025
Cut to the Chase! The Take on “De-Dollarisation” --- Part 2
Jun 24, 2025
Cut to the Chase! The Take on “De-Dollarisation” --- Part 1
Jun 24, 2025
Cut to the Chase! The escalation – what lies ahead
Jun 23, 2025
Through the Noise: Positioning for a weak dollar
Jun 20, 2025
Cut to the Chase! A slight hawkish tilt at FOMC
Jun 19, 2025
Cut to the Chase! The fiscal catalyst
Jun 18, 2025
Cut to the Chase! Entering the complications
Jun 17, 2025
Cut to the Chase! Here we go again – with new twists
Jun 16, 2025
Through the Noise: Three takeaways from a turbulent first half
Jun 13, 2025
Cut to the Chase! The (Phantom) Threat of Inflation
Jun 12, 2025
Cut to the Chase! Dealing with De-Dollarisation
Jun 11, 2025
Cut to the Chase! Further rotation --- back into US equities (Part 2)
Jun 10, 2025
InvesTips from the CIO’s desk: The two certainties of investing – cost and taxes
Jun 10, 2025
Cut to the Chase! Further rotation --- back into US equities
Jun 09, 2025
Through the Noise: Focus on the ‘hard’ data
Jun 06, 2025
InvesTips: Impact investing – Profit with purpose
Jun 06, 2025
Cut to the Chase! The changing face of safe-haven currency
Jun 05, 2025
Cut to the Chase! Taking the cynicism out of TACO
Jun 04, 2025
Cut to the Chase! Coiling like a Spring
Jun 03, 2025
Cut to the Chase! The Wheel of Rotation
Jun 02, 2025
Through the Noise: Rotating back into US equities
May 30, 2025
Cut to the Chase! The psychological level
May 29, 2025
Cut to the Chase! What Japan assets are signalling
May 28, 2025
Cut to the Chase! Linking up for Gold
May 27, 2025
InvesTips from the CIO’s desk: When the going gets tough - understanding your attitude to risk
May 27, 2025
Cut to the Chase! Data watching and Fixed Income
May 25, 2025
Through the Noise: Riding the Tariff Relief Rally
May 23, 2025
Cut to the Chase! The Divergence in Chinese Equities
May 22, 2025
Cut to the Chase! The Third-Time around
May 21, 2025
Cut to the Chase! Where is the next peak?
May 20, 2025
Cut to the Chase! The Next Move from Trump - Part 2
May 19, 2025
Through the Noise - Back from the Brink
May 16, 2025
Cut to the Chase! The Next Move from Trump
May 15, 2025
Cut to the Chase! The Clarity Factor
May 14, 2025
Cut to the Chase! Is USD still a one-way bet? (Part 2)
May 13, 2025
Cut to the Chase! Is USD still a one-way bet?
May 12, 2025
Through the Noise: A thaw in the trade war
May 09, 2025
Cut to the Chase! The Inevitable
May 08, 2025
Cut to the Chase! Going with the flow
May 07, 2025
Cut to the Chase! Saving Hollywood
May 06, 2025
Cut to the Chase! The check and balance
May 05, 2025
Through the Noise: The next 100 days
May 02, 2025
InvesTips: Exploring alternatives – Looking beyond traditional investments
May 02, 2025
Cut to the Chase! Is this the start of a USD bear market?
Apr 30, 2025
InvesTips: Wealth planning essentials
Apr 29, 2025
Cut to the Chase! Expecting stimulus from China
Apr 29, 2025
InvesTips from the CIO’s desk: Goal-based investing start with the why
Apr 28, 2025
Cut to the Chase! Checking the pulse of US earnings
Apr 28, 2025
Through the Noise: Filtering out the noise
Apr 25, 2025
Cut to the Chase! Chasing the gold rally
Apr 24, 2025
Cut to the Chase! Navigating market volatility
Apr 23, 2025
InvesTips from the CIO’s desk: Focus on your career, Invest on auto-pilot
Apr 22, 2025
Cut to the Chase! US dollar on the move
Apr 22, 2025
Cut to the Chase! While tariffs are on pause
Apr 21, 2025
Through the Noise: “Trump-put” back in play
Apr 17, 2025
Cut to the Chase! High and Dry
Apr 17, 2025
Cut to the Chase! The Take on Currencies – Part 2
Apr 16, 2025
Cut to the Chase! The Take on Currencies - Part 1
Apr 15, 2025
Cut to the Chase! Checking the scenarios
Apr 14, 2025
Through the Noise: Time for bargain hunting
Apr 11, 2025
Cut to the Chase! Much more behind the flipping of a coin
Apr 10, 2025
Cut to the Chase! What the volatility market is indicating
Apr 09, 2025
Cut to the Chase! Putting the current volatility in perspective
Apr 08, 2025
Cut to the Chase! Not a Great Depression scenario
Apr 07, 2025
InvesTips from the CIO’s desk: Special episode on Navigating volatility
Apr 06, 2025
Through the Noise: The Implications of ‘Liberation Day’
Apr 04, 2025
Cut to the Chase! The next move in the trade-saga
Apr 03, 2025
InvesTips from the CIO’s desk: Finding the right partner!
Apr 02, 2025
Cut to the Chase! New vs. Real – The Dichotomy in Chinese Equities
Apr 02, 2025
Cut to the Chase! The other portfolio diversifier
Apr 01, 2025
Cut to the Chase! Taking a look at historical US Un-Exceptionalism
Mar 30, 2025
Through the Noise: US exceptionalism interrupted
Mar 28, 2025
Cut to the Chase! The focus on inflation
Mar 27, 2025
Cut to the Chase! Looking beyond DeepSeek
Mar 26, 2025
InvesTips from the CIO’s desk: Overcoming inaction
Mar 25, 2025
Cut to the Chase! The Factors driving Gold
Mar 25, 2025
Cut to the Chase! Loop-back from DeepSeek
Mar 23, 2025
Through the Noise: German vote lifts Europe’s prospects
Mar 21, 2025
Cut to the Chase! The elevated nervousness
Mar 20, 2025
Cut to the Chase! The biggest shift
Mar 19, 2025
Cut to the Chase! Policy divergence
Mar 18, 2025
InvesTips from the CIO’s desk: Managing the information overload
Mar 17, 2025
Cut to the Chase! The Emerging Dawn – Part 2
Mar 17, 2025
Through the Noise: Where is the Trump put?
Mar 14, 2025
InvesTips: The role of insurance in your wealth journey
Mar 14, 2025
Cut to the Chase! The Emerging Dawn
Mar 13, 2025
Cut to the Chase! The Diversifier
Mar 12, 2025
InvesTips from the CIO’s desk: Insure your tomorrow
Mar 11, 2025
Cut to the Chase! The stabilisation – Part 2
Mar 11, 2025
Cut to the Chase! The stabilisation
Mar 10, 2025
Ukraine peace plan lifts Europe, dollar breaks lower
Mar 07, 2025
Cut to the Chase! The scorecard
Mar 06, 2025
Cut to the Chase! Pressure on yields – Part 2
Mar 05, 2025
Cut to the Chase! Pressure on yields
Mar 04, 2025
Cut to the Chase! Not as straightforward as it seems
Mar 03, 2025
Through the Noise: Growth concerns return
Feb 28, 2025
Cut to the Chase! Getting onto the map
Feb 27, 2025
Cut to the Chase! Putting numbers into DeepSeek’s tailwind – Part 2
Feb 26, 2025
Cut to the Chase! German elections and implications for Euro-area equities
Feb 25, 2025
Cut to the Chase! Getting stretched
Feb 23, 2025
Through the Noise: Looking to buy the dips
Feb 21, 2025
Cut to the Chase! Putting numbers into DeepSeek’s tailwind
Feb 20, 2025
Cut to the Chase! Prospects for the King Dollar
Feb 19, 2025
Cut to the Chase! The other-end of the upset
Feb 18, 2025
Cut to the Chase! Zooming into Income
Feb 16, 2025
Through the Noise: US leadership challenged?
Feb 14, 2025
Cut to the Chase! Buying into weakness
Feb 13, 2025
Cut to the Chase! The parabolic rise
Feb 11, 2025
Cut to the Chase! Digging deeper into DeepSeek
Feb 10, 2025
Cut to the Chase! Foundation and Opportunistic
Feb 10, 2025
Through the Noise: “Tariff man”
Feb 07, 2025
Cut to the Chase! The King-Dollar Slayer
Feb 05, 2025
Cut to the Chase! A 3-D chess battle
Feb 04, 2025
Cut to the Chase! Shoring up Indian Growth
Feb 04, 2025
Cut to the Chase! The reality check
Feb 03, 2025
Cut to the Chase! The Fed, the ECB and DeepSeek
Jan 31, 2025
Cut to the Chase! Helped by TINA
Jan 27, 2025
Cut to the Chase! Currency moves - Part 2
Jan 27, 2025
Through the Noise: The verdict on Trump's Week One
Jan 24, 2025
Cut to the Chase! Pursuing non-inflationary growth
Jan 23, 2025
Cut to the Chase! Currency moves
Jan 22, 2025
Cut to the Chase! Testing Times – Part 2
Jan 21, 2025
Cut to the Chase! Testing Times
Jan 20, 2025
Through the Noise: Trump vs. bond markets
Jan 17, 2025
Cut to the Chase! The sum of all (positive) factors
Jan 16, 2025
Cut to the Chase! US Exceptionalism to run further – Part 3
Jan 15, 2025
Cut to the Chase! The other strong performing asset in 2025
Jan 14, 2025
Cut to the Chase! US Exceptionalism to run further – Part 2
Jan 13, 2025
Through the Noise: Countdown to 20th January
Jan 10, 2025
Cut to the Chase! US Exceptionalism to run further
Jan 09, 2025
Cut to the Chase! Euro vs. the King Dollar
Jan 08, 2025
Cut to the Chase! Is this the right time?
Jan 06, 2025
Cut to the Chase! The King Dollar and the risks ahead
Jan 06, 2025
InvesTips from the CIO’s desk: Deep dive into dividend investing
Jan 03, 2025
Cut to the Chase! Looking for clarity
Jan 03, 2025
InvesTips from the CIO’s desk: Inflation-protected income
Dec 23, 2024
Through the Noise – Outlook 2025: Income strategies and long term returns
Dec 19, 2024
Through the Noise – Outlook 2025: Bonds
Dec 18, 2024
Cut to the Chase! Pondering while ahead
Dec 18, 2024
Through the Noise – Outlook 2025: Equity market outlook
Dec 17, 2024
Cut to the Chase! The views for 2025
Dec 17, 2024
Through the Noise – Outlook 2025: Macroeconomics & currencies
Dec 16, 2024
Cut to the Chase! Still the focus
Dec 16, 2024
Through the Noise – Outlook 2025: Playing your Trump Card
Dec 12, 2024
Cut to the Chase! Trusting what has been working
Dec 12, 2024
Cut to the Chase! Long Calculations; Wrong Calculations
Dec 11, 2024
InvesTips from the CIO’s desk: Interested in interest
Dec 10, 2024
Cut to the Chase! This could be heaven; this could be hell
Dec 10, 2024
Cut to the Chase! In the norm
Dec 09, 2024
Through the Noise – Another year of US exceptionalism
Dec 06, 2024
Cut to the Chase! The new “three arrows”
Dec 05, 2024
Cut to the Chase! Crouching Tariff, Hidden Stimulus
Dec 04, 2024
Cut to the Chase! Rugby and US small caps
Dec 03, 2024
Cut to the Chase! Black Magic
Dec 02, 2024
Through the Noise – The three arrows of Scott Bessent
Nov 29, 2024
Cut to the Chase! The Tariff Menace – Part 2
Nov 28, 2024
Cut to the Chase! The Tariff Menace – Part 1
Nov 27, 2024
InvesTips from the CIO’s desk: Passive versus active investing
Nov 26, 2024
Cut to the Chase! Are we there yet for European equities?
Nov 26, 2024
Cut to the Chase! A look at the US sectors
Nov 25, 2024
Through the noise: The message from Mar-a-Lago
Nov 22, 2024
Cut to the Chase! It’s the Economy
Nov 21, 2024
Cut to the Chase! Across the Pacific Ocean
Nov 19, 2024
Cut to the Chase! Across the Atlantic Ocean
Nov 19, 2024
Cut to the Chase! The Laggard amongst “Trump Trades”
Nov 17, 2024
Through the Noise – Trump: What we have learnt so far
Nov 15, 2024
Cut to the Chase! The guessing game for coffee
Nov 14, 2024
Cut to the Chase! Tactics Trumps Strategy
Nov 13, 2024
InvesTips from the CIO’s desk: Is your money @ work?
Nov 12, 2024
Cut to the Chase! The laggards post Trump’s victory
Nov 12, 2024
Cut to the Chase! The state of things
Nov 11, 2024
Through the Noise: Trump returns
Nov 08, 2024
Cut to the Chase! The Trump returns
Nov 06, 2024
Cut to the Chase! The Chinese Counter-cyclical policies
Nov 06, 2024
InvesTips from the CIO’s desk: Build your risk IQ
Nov 05, 2024
Cut to the Chase! Reflections from FX markets
Nov 05, 2024
Cut to the Chase! A long week ahead
Nov 04, 2024
Through the Noise: Balancing election risks with soft landing prospects
Nov 01, 2024
Cut to the Chase! The oil premium
Oct 31, 2024
Cut to the Chase! Stacking up Indian and Chinese equities
Oct 30, 2024
Cut to the Chase! The advice that resonates
Oct 29, 2024
Cut to the Chase! Potentially a most significant risk
Oct 28, 2024
Through the Noise: Positioning for 3 event risks
Oct 25, 2024
Cut to the Chase! The final sprint - Part 4
Oct 24, 2024
InvesTips from the CIO’s desk: Know thy silent predator
Oct 23, 2024
Cut to the Chase! The final sprint - Part 3
Oct 23, 2024
Cut to the Chase! US Earnings and the Elections
Oct 22, 2024
Cut to the Chase! The final sprint - Part 2
Oct 21, 2024
Through the Noise: Trump catches a tailwind
Oct 18, 2024
Cut to the Chase! The Euro-area outlook
Oct 17, 2024
Cut to the Chase! The hunt for income
Oct 16, 2024
Cut to the Chase! The final sprint
Oct 15, 2024
Through the Noise: When bad news becomes good news
Oct 14, 2024
Cut to the Chase! And 88 is the answer
Oct 14, 2024
Cut to the Chase! The long-term thesis
Oct 10, 2024
Cut to the Chase! Cautiously optimistic – Part 3
Oct 09, 2024
Cut to the Chase! Cautiously optimistic – Part 2
Oct 08, 2024
Cut to the Chase! Cautiously optimistic
Oct 07, 2024
Through the Noise: A new dawn in China
Oct 04, 2024
InvesTips – Fundamentals of real estate investing
Oct 03, 2024
Cut to the Chase! The Critical Juncture – Part 2
Oct 03, 2024
InvesTips from the CIO’s desk: The emergency fund blueprint
Oct 02, 2024
InvesTips from the CIO’s desk: Mindful spending and conscious budgeting
Oct 02, 2024
Cut to the Chase! The Double Delight – Part 2
Oct 02, 2024
InvesTips from the CIO’s desk: Stabilising the ship
Oct 01, 2024
Cut to the Chase! The cost of inaction
Oct 01, 2024
Cut to the Chase! The Critical Juncture
Sep 30, 2024
Through the Noise: Strategies for a world of falling rates
Sep 27, 2024
Cut to the Chase! The Chef and the Investment Advisor
Sep 26, 2024
Cut to the Chase! The Double Delight
Sep 25, 2024
InvesTips from the CIO’s desk: Investing is a journey, not a destination.
Sep 25, 2024
Cut to the Chase! A sense of familiarity
Sep 24, 2024
Cut to the Chase! The BoJ holds for now
Sep 23, 2024
Through the Noise: Fed cut boosts risk sentiment
Sep 20, 2024
Cut to the Chase! The case for US technology remains intact
Sep 19, 2024
Cut to the Chase! 25 or 50? Or does it even matter?
Sep 18, 2024
Cut to the Chase! China economic malaise deepened
Sep 17, 2024
Cut to the Chase! The differing fate of gold and oil
Sep 16, 2024
Through the Noise: Will central banks revive risk appetite?
Sep 13, 2024
Cut to the Chase! Keep an eye on the Japanese Yen
Sep 12, 2024
Cut to the Chase! Skewed risks
Sep 11, 2024
Cut to the Chase! US presidential debate comes at a key time
Sep 10, 2024
Cut to the Chase! Defending in the short-term
Sep 09, 2024
Through the Noise: September Blues
Sep 06, 2024
Cut to the Chase! The typhoon
Sep 05, 2024
Cut to the Chase! The Avengers and the US Elections
Sep 04, 2024
Cut to the Chase! A deeper look at fixed income
Sep 03, 2024
Cut to the Chase! Respecting the risks
Sep 02, 2024
Through the Noise: Shifting winds
Aug 30, 2024
Cut to the Chase! USD - How much is in the price?
Aug 29, 2024
Cut to the Chase! The resurfacing question
Aug 28, 2024
Cut to the Chase! A look into the Euro-area
Aug 27, 2024
Cut to the Chase! The time has come
Aug 26, 2024
Through the Noise: Powell and the two key markers
Aug 23, 2024
Cut to the Chase! Not emerging yet
Aug 22, 2024
Cut to the Chase! The tug-of-war in oil
Aug 21, 2024
Cut to the Chase! The event catalysts
Aug 20, 2024
Cut to the Chase! Tailwind for Gold
Aug 19, 2024
Through the Noise: Recovery after the tantrum
Aug 16, 2024
Cut to the Chase! Calming influence
Aug 15, 2024
Cut to the Chase! Opportunities from Down Under
Aug 14, 2024
Cut to the Chase! A very delicate release
Aug 13, 2024
Cut to the Chase! What to watch out for market bottoming
Aug 12, 2024
Through the Noise: What to do after the shakeout?
Aug 08, 2024
Cut to the Chase! How fast would the Fed be cutting rates?
Aug 08, 2024
Cut to the Chase! The confluence of blockbuster macro and market factors
Aug 07, 2024
Cut to the Chase! Laying out the scenarios
Aug 06, 2024
Cut to the Chase! The menace lurking in the dark
Aug 05, 2024
Through the Noise: Rate cuts: Winners and losers
Aug 02, 2024
Cut to the Chase! The “One-Two” from Heavyweight Central Banks
Aug 01, 2024
Cut to the Chase! The sum of all factors – Part 2
Jul 30, 2024
Cut to the Chase! The sum of all factors
Jul 30, 2024
Cut to the Chase! Navigating through Volatility
Jul 28, 2024
Through the Noise: Will the Fed come to the rescue?
Jul 26, 2024
Cut to the Chase! An inclusive Indian Budget
Jul 24, 2024
Cut to the Chase! Wish vs. Reality
Jul 23, 2024
Cut to the Chase! The rotation into Trump trades – Part 3
Jul 22, 2024
Cut to the Chase! The China Third Plenum
Jul 21, 2024
Through the Noise: Return of the ‘Trump trade’
Jul 19, 2024
Cut to the Chase! The rotation into Trump trades - Part 2
Jul 18, 2024
Cut to the Chase! The rotation into Trump trades
Jul 17, 2024
Cut to the Chase! Cautiously optimistic
Jul 16, 2024
Cut to the Chase! With volatility comes opportunities
Jul 14, 2024
Through the Noise: Fed rate cut draws closer
Jul 12, 2024
Cut to the Chase! Trumping the price action
Jul 11, 2024
Cut to the Chase! Not “the only game in town”
Jul 10, 2024
Cut to the Chase! Officially in-demand
Jul 09, 2024
Cut to the Chase! Slowing, but not sharply falling
Jul 08, 2024
Through the Noise: Staying (almost) balanced
Jul 05, 2024
Cut to the Chase! Seeing the tree but missing the wood
Jul 04, 2024
Cut to the Chase! India after a month
Jul 03, 2024
Cut to the Chase! A potential political gridlock in France
Jul 02, 2024
Cut to the Chase! What’s next for Chinese equities?
Jul 01, 2024
Through the noise: Political season heats up
Jun 28, 2024
Through the Noise: H2 2024 Outlook – Bonds and FX
Jun 27, 2024
Cut to the Chase! Do not be fooled by perceptions
Jun 27, 2024
Through the Noise: H2 2024 Outlook – Crafting a diversified portfolio for financial longevity
Jun 26, 2024
Cut to the Chase! Not yet passing on the baton
Jun 26, 2024
Through the Noise: H2 2024 Outlook - Equities
Jun 25, 2024
Cut to the Chase! Where does Value lie in Fixed Income
Jun 25, 2024
Cut to the Chase! The broadening out of AI
Jun 24, 2024
Through the Noise: H2 2024 Outlook - Adapting to shifting winds
Jun 21, 2024
Cut to the Chase! The nuance in gold prices
Jun 20, 2024
Cut to the Chase! When is the JPY going to strengthen?
Jun 19, 2024
Cut to the Chase! Geopolitical tensions back in focus
Jun 18, 2024
Cut to the Chase! The election and opportunities
Jun 17, 2024
Through the Noise - Policy turning too tight
Jun 14, 2024
Cut to the Chase! Mega-caps powering on
Jun 13, 2024
InvesTips - Navigating volatility
Jun 12, 2024
Cut to the Chase! Retreating from the “highest end of expectations”
Jun 12, 2024
Cut to the Chase! Indian vs. Chinese equities
Jun 11, 2024
Cut to the Chase! Sticking to “tried-and-tested” stories
Jun 10, 2024
Through the Noise: G7 rate cuts begin
Jun 07, 2024
Cut to the Chase! The Indian story remains intact
Jun 06, 2024
Cut to the Chase! Hinging upon demand of debt
Jun 05, 2024
Cut to the Chase! The flashpoint in non-farm payroll
Jun 04, 2024
Cut to the Chase! The only game in town
Jun 03, 2024
Through the Noise: Consolidating Gains
May 31, 2024
Cut to the Chase! Rather than overly-analysing
May 30, 2024
Cut to the Chase! The growth, the pivot and the USD
May 29, 2024
Cut to the Chase! The spread, the default rate and the paradox
May 28, 2024
Cut to the Chase! To be in the know
May 27, 2024
Through the Noise: A macro summer
May 24, 2024
Cut to the Chase! The Devil’s Advocate
May 23, 2024
Cut to the Chase! The Judo dynamics
May 22, 2024
Cut to the Chase! Adding fuel to fire
May 21, 2024
Cut to the Chase! Down, but not out
May 20, 2024
Through the Noise - Goldilocks Returns
May 17, 2024
Cut to the Chase! The rotation back
May 16, 2024
Cut to the Chase! The future of vehicles
May 15, 2024
Cut to the Chase! Still positive story in Japan
May 14, 2024
Cut to the Chase! Is this rally for real?
May 13, 2024
Through the Noise: A triple top in rates?
May 10, 2024
Cut to the Chase! The bright spot in fixed income
May 09, 2024
Cut to the Chase! The fantasy… far, far away
May 08, 2024
Cut to the Chase! All to do with expectations.
May 07, 2024
Cut to the Chase! A new emerging narrative
May 06, 2024
Through the Noise: A hopeful Fed
May 03, 2024
Cut to the Chase! And the rest is history
May 02, 2024
Cut to the Chase! The swing in the narrative
Apr 30, 2024
Cut to the Chase! Playing it safe
Apr 28, 2024
Through the Noise: Passing Showers
Apr 26, 2024
Cut to the Chase! The importance of diverging sector performances
Apr 24, 2024
Cut to the Chase! All about expectations
Apr 23, 2024
Cut to the Chase! Positioning headwind against US equities
Apr 22, 2024
Cut to the Chase! What to do with your JPY?
Apr 22, 2024
Through the Noise: A flareup in the Middle East
Apr 19, 2024
Cut to the Chase! The “normal” state of things – Part 3
Apr 18, 2024
Cut to the Chase! The “normal” state of things – Part 2
Apr 17, 2024
Cut to the Chase! The “normal” state of things – Part 1
Apr 16, 2024
Cut to the Chase! Running ahead of the Fed
Apr 15, 2024
Through the Noise: Heating up again
Apr 12, 2024
Cut to the Chase! The key global macro risk
Apr 11, 2024
Cut to the Chase! Defensive Cyclicality
Apr 10, 2024
Cut to the Chase! The Enigma that is Gold
Apr 08, 2024
Cut to the Chase! Putting together the jigsaw pieces
Apr 08, 2024
Through the Noise: The signal from commodities
Apr 05, 2024
Cut to the Chase! The opportunity in India
Apr 04, 2024
Cut to the Chase! Fine-tuning exposure in US equities
Apr 03, 2024
Cut to the Chase! The quiet opportunities
Apr 02, 2024
Cut to the Chase! The contrarian in bonds
Apr 01, 2024
Through the Noise: A textbook landing?
Mar 28, 2024
Cut to the Chase! The non-goldilocks trade
Mar 28, 2024
Cut to the Chase! The first move
Mar 27, 2024
InvesTips – Philanthropy: The basics of giving
Mar 26, 2024
Cut to the Chase! Biggest macro surprises so far in 2024 – Part 2
Mar 26, 2024
Cut to the Chase! Biggest macro surprises so far in 2024
Mar 25, 2024
Through the Noise: A Boost to Goldilocks
Mar 22, 2024
Cut to the Chase! Idealism vs. Reality
Mar 21, 2024
Cut to the Chase! The crystallisation of Abe-nomics
Mar 20, 2024
Cut to the Chase! The inflation hedge
Mar 19, 2024
Cut to the Chase! A most-reluctant rally
Mar 18, 2024
Through the Noise: The Fed vs. BoJ
Mar 15, 2024
Cut to the Chase! The rear-window
Mar 14, 2024
Cut to the Chase! Still near goldilocks
Mar 13, 2024
Cut to the Chase! The election re-match
Mar 12, 2024
Cut to the Chase! The captivating moves
Mar 11, 2024
Through the Noise: It’s Trump vs. Biden
Mar 08, 2024
Cut to the Chase! Where is the greenback going?
Mar 07, 2024
Cut to the Chase! Taichi and Bond Yields
Mar 06, 2024
Cut to the Chase! Oil matters
Mar 05, 2024
Cut to the Chase! It all boils down to demand and supply
Mar 04, 2024
Through the Noise: Riding the wave
Mar 01, 2024
Cut to the Chase! Focusing on the National People’s Congress
Feb 29, 2024
Cut to the Chase! Digging deeper into European equities
Feb 28, 2024
Cut to the Chase! Mind the quality
Feb 27, 2024
Cut to the Chase! Emerging above the radar
Feb 26, 2024
Through the Noise: Tables Turning
Feb 23, 2024
Cut to the Chase! Is this the pivotal point?
Feb 22, 2024
Cut to the Chase! Respecting the risks
Feb 21, 2024
Cut to the Chase! Favourable fundamentals and positioning
Feb 20, 2024
Cut to the Chase! Facing geopolitics
Feb 19, 2024
Through the Noise: Speed bump?
Feb 16, 2024
Cut to the Chase! The next 20 years
Feb 15, 2024
Cut to the Chase! The “no-landing” narrative
Feb 14, 2024
Cut to the Chase! Born in the Year of the Dragon
Feb 13, 2024
Through the Noise: The race to boost Asian valuations
Feb 09, 2024
Cut to the Chase! Driven by tight supply
Feb 08, 2024
Cut to the Chase! The football match and the equity index
Feb 07, 2024
Cut to the Chase! The ‘other’ macro blockbuster
Feb 06, 2024
Cut to the Chase! “Differentiation” in the buzz word
Feb 05, 2024
Through the Noise: Trimming equity allocation slightly, adding bonds
Feb 02, 2024
Cut to the Chase! Not in a rush
Feb 01, 2024
Cut to the Chase! The bright spot
Jan 31, 2024
Cut to the Chase! Addressing the issues
Jan 30, 2024
Cut to the Chase! Two step-forward, one step back
Jan 29, 2024
Through the Noise: Time to rebalance
Jan 26, 2024
Cut to the Chase! Not a good problem to have
Jan 25, 2024
Cut to the Chase! Living the dream
Jan 24, 2024
Cut to the Chase! A good problem to have
Jan 23, 2024
Cut to the Chase! The glitter
Jan 22, 2024
Through the Noise: What to expect from central banks?
Jan 19, 2024
Cut to the Chase! India and basketball
Jan 18, 2024
Cut to the Chase! Not the candidate
Jan 17, 2024
Cut to the Chase! Being mischievous
Jan 16, 2024
Cut to the Chase! Seeing through the mist
Jan 15, 2024
Through the Noise: In search of the perfect landing?
Jan 12, 2024
Cut to the Chase! The intriguing picture
Jan 11, 2024
Cut to the Chase! The next catalyst
Jan 10, 2024
Cut to the Chase! The bright spot
Jan 09, 2024
Cut to the Chase! Hawkish headlines, with some dovish details
Jan 08, 2024
Through the Noise – Time to consolidate gains
Jan 05, 2024
Cut to the Chase! Just in case…
Jan 04, 2024
Cut to the Chase! A smoother ride
Jan 03, 2024
Cut to the Chase! The tailwind
Jan 02, 2024
2024 Outlook - How to build an income allocation
Dec 20, 2023
2024 Outlook – Bonds and Currency markets
Dec 19, 2023
2024 Outlook: Prefer US and Japan equity markets
Dec 18, 2023
2024 Outlook – Sailing with the Wind
Dec 15, 2023
Cut to the Chase! Change is the only constant
Dec 14, 2023
Cut to the Chase! Positive demographics
Dec 13, 2023
Cut to the Chase! Technical greenshoots
Dec 12, 2023
Cut to the Chase! Further macro data gaining in prominence
Dec 11, 2023
Through the Noise: Three lessons from a roller-coaster year
Dec 08, 2023
Cut to the Chase! The end of an era?
Dec 07, 2023
Investips - How to create a budget and stick with it
Dec 07, 2023
Cut to the Chase! The golden opportunity
Dec 06, 2023
Cut to the Chase! A season of festive
Dec 05, 2023
Cut to the Chase! A graceful slowdown
Dec 04, 2023
Through the Noise: What comes after November’s stellar rally?
Dec 01, 2023
Cut to the Chase! The beginning of the end
Nov 30, 2023
Cut to the Chase! Enjoy it while it lasts
Nov 29, 2023
Cut to the Chase! It is a matter of confidence
Nov 28, 2023
Cut to the Chase! The tale of two commodities
Nov 27, 2023
Through the Noise: A Christmas rally next?
Nov 24, 2023
Cut to the Chase! The power of pricing power
Nov 23, 2023
Cut to the Chase! The short side
Nov 22, 2023
Cut to the Chase! The positioning element
Nov 21, 2023
Cut to the Chase! Still need to regain confidence
Nov 20, 2023
Through the Noise: Disinflationary tailwind
Nov 17, 2023
Cut to the Chase! The car race and the fire
Nov 16, 2023
Cut to the Chase! When doves fly
Nov 15, 2023
Cut to the Chase! “It’s the Economy, …!”
Nov 14, 2023
Cut to the Chase! The age gap and The Magnificent Seven
Nov 13, 2023
Through the Noise – What Next?
Nov 10, 2023
Cut to the Chase! The key assumption
Nov 09, 2023
Cut to the Chase! Catching the worm
Nov 08, 2023
Cut to the Chase! Challenging the wisdom
Nov 07, 2023
Cut to the Chase! Managing expectations
Nov 06, 2023
Through the Noise - Another hawk mellows
Nov 03, 2023
Cut to the Chase! A quarter of a step closer
Nov 02, 2023
Cut to the Chase! Bricks and mortar
Nov 01, 2023
Investips - Retirement planning for women
Nov 01, 2023
Cut to the Chase! The classic tussle
Oct 31, 2023
Cut to the Chase! When geopolitics trumps
Oct 30, 2023
Through the Noise: The big bond debate
Oct 27, 2023
Cut to the Chase! The breaking news
Oct 26, 2023
Cut to the Chase! Alien territory
Oct 25, 2023
Investips – The Investment Lifecycle
Oct 24, 2023
Cut to the Chase! The Fifth Strike
Oct 24, 2023
Cut to the Chase! When “Glass Half-Full” is seen as “Glass Half-Empty”
Oct 23, 2023
Through the Noise - Turning point
Oct 20, 2023
Cut to the Chase! A potential pullback in the King Dollar
Oct 19, 2023
Cut to the Chase! The push and pull factor
Oct 18, 2023
Cut to the Chase! More tough-going for EMs
Oct 17, 2023
Cut to the Chase! The spanner in the works
Oct 16, 2023
Through the Noise: All eyes on the Middle East
Oct 13, 2023
Cut to the Chase! Comparing India with China
Oct 12, 2023
Cut to the Chase! The driver in-focus
Oct 11, 2023
InvesTips - The Future of Retirement
Oct 10, 2023
Cut to the Chase! A pivotal point
Oct 10, 2023
Cut to the Chase! Is the US consumer faltering?
Oct 09, 2023
Through the Noise: Is the rout over?
Oct 06, 2023
Cut to the Chase! Can we talk about something else?
Oct 05, 2023
Cut to the Chase! Remember what happened in March?
Oct 04, 2023
Cut to the Chase! The most important question!
Oct 03, 2023
Cut to the Chase! What now for Q4?
Oct 02, 2023
Through the noise - Buying opportunity?
Sep 29, 2023
Cut to the Chase! Hitting some milestones
Sep 28, 2023
Cut to the Chase! Unfamiliar grounds
Sep 27, 2023
Cut to the Chase! US exceptionalism
Sep 26, 2023
Cut to the Chase! Erring on the side of caution
Sep 25, 2023
Through the Noise: 2023 Q4 Outlook - Reshuffling after pause
Sep 22, 2023
Cut to the Chase! Back to the… Past
Sep 21, 2023
Cut to the Chase! Rocky vs. Apollo
Sep 20, 2023
Cut to the Chase! Consistency and Stability, Part 2
Sep 19, 2023
Cut to the Chase! A block-buster Central Bank week
Sep 18, 2023
Through the Noise – Are central banks done?
Sep 15, 2023
Cut to the Chase! The pinning from different forces
Sep 14, 2023
Cut to the Chase! Consistency and Stability
Sep 13, 2023
Cut to the Chase! Digging deeper into oil
Sep 12, 2023
Cut to the Chase! The tussle
Sep 11, 2023
Through the Noise: Hard or soft landing?
Sep 08, 2023
Cut to the Chase! The Film Festival and the Chinese property sector
Sep 07, 2023
Cut to the Chase! Running against the trend
Sep 06, 2023
Cut to the Chase! The red pill? Or the blue pill?
Sep 05, 2023
Cut to the Chase! The typhoon and the US NFP
Sep 04, 2023
Through the Noise – Far From Clear
Aug 31, 2023
Cut to the Chase! The turn for the yield
Aug 31, 2023
Cut to the Chase! The 80/20 rule
Aug 30, 2023
Cut to the Chase! And the outlook keeps improving
Aug 29, 2023
Cut to the Chase! Keeping CALM
Aug 28, 2023
Through the Noise – The return of Japan Inc?
Aug 25, 2023
Cut to the Chase! A better tomorrow
Aug 24, 2023
Cut to the Chase! A deeper dive into Indian equities
Aug 23, 2023
Cut to the Chase! Jackson Hole and Long Duration
Aug 22, 2023
Cut to the Chase! Playing defence
Aug 21, 2023
Through the Noise: Stay CALM, allocate broadly
Aug 18, 2023
Cut to the Chase! Every reason to expect volatility
Aug 17, 2023
Cut to the Chase! The broadening out of returns
Aug 16, 2023
Cut to the Chase! Defying the sentiment
Aug 15, 2023
Cut to the Chase! A tales of two CPIs
Aug 14, 2023
Through the Noise: Disinflation continues
Aug 11, 2023
Cut to the Chase! A scary experience
Aug 10, 2023
Cut to the Chase! Bond matters
Aug 09, 2023
Cut to the Chase! The second chance
Aug 08, 2023
Cut to the Chase! Not the sum of all fears - Part 2
Aug 07, 2023
Through the Noise: Weighing the Odds
Aug 04, 2023
Cut to the Chase! Not the sum of all fears
Aug 03, 2023
Cut to the Chase! There is a time for everything – Part 2
Aug 02, 2023
Cut to the Chase! There is a time for everything
Aug 01, 2023
Cut to the Chase! A decent proposition
Jul 31, 2023
Through the Noise: Can this continue?
Jul 28, 2023
Cut to the Chase! The ticks are adding up
Jul 27, 2023
Cut to the Chase! The high convexity profile
Jul 26, 2023
Cut to the Chase! A balancing act
Jul 25, 2023
Cut to the Chase! The macro blockbuster week
Jul 24, 2023
Through the Noise: Global premium on growth
Jul 21, 2023
Cut to the Chase! Is the BoJ tightening yet?
Jul 20, 2023
Cut to the Chase! A Hamlet moment
Jul 19, 2023
Cut to the Chase! The birthday parties
Jul 18, 2023
Cut to the Chase! An “embarrassing” kind of situation – Part 2
Jul 17, 2023
Through the Noise: Cooling economies, heating markets
Jul 14, 2023
Cut to the Chase! The biggest intraday drop in USD in years
Jul 13, 2023
Cut to the Chase! An “embarrassing” kind of situation
Jul 12, 2023
Cut to the Chase! Resilience in India
Jul 11, 2023
Cut to the Chase! The “comfort zone” being tested
Jul 10, 2023
Through the Noise: Lean towards Asia
Jul 07, 2023
Through the Noise: 2023 H2 Outlook - FX
Jul 06, 2023
Cut to the Chase! No-landing vs.Overtightening
Jul 06, 2023
Through the Noise: 2023 H2 Outlook - Bonds
Jul 05, 2023
Cut to the Chase! King… for how long?
Jul 05, 2023
Investips – Is income investing right for you?
Jul 05, 2023
Through the Noise: 2023 H2 Outlook - Equity
Jul 04, 2023
Cut to the Chase! THE macro move of half-a-century
Jul 04, 2023
Cut to the Chase! The hedging tool
Jul 03, 2023
Through the Noise: Policy expectations flaring. Keep CALM
Jun 30, 2023
Cut to the Chase! The smooth ride
Jun 29, 2023
Cut to the Chase! The middle ground
Jun 28, 2023
Cut to the Chase! A possible window of opportunity
Jun 27, 2023
Cut to the Chase! Enter the ESG
Jun 26, 2023
Through the Noise: H2 Outlook - Keep CALM and carry on
Jun 23, 2023
Cut to the Chase! The comfort zone - redux
Jun 22, 2023
Cut to the Chase! Facing challenges, Part 2
Jun 21, 2023
Cut to the Chase! Facing challenges
Jun 20, 2023
Cut to the Chase! The spectre of rate hikes – Part 2
Jun 19, 2023
Through the Noise: An epic battle brewing.
Jun 16, 2023
Cut to the Chase! The spectre of rate hikes
Jun 15, 2023
Cut to the Chase! Still in the “comfort zone”
Jun 14, 2023
Cut to the Chase! The good, the bad and the thaw
Jun 13, 2023
Cut to the Chase! Low volatility begets low volatility
Jun 12, 2023
Through The Noise: What could sustain the rally?
Jun 09, 2023
Cut to the Chase! An effective diversifier
Jun 08, 2023
Cut to the Chase! Why earn trillions?
Jun 07, 2023
Cut to the Chase! A closer look at Japan
Jun 06, 2023
Cut to the Chase! Putting things into perspective
Jun 05, 2023
Through the Noise: Disjointed markets
Jun 01, 2023
Cut to the Chase! The comfort zone
Jun 01, 2023
Cut to the Chase! Long or short?
May 31, 2023
Cut to the Chase! Exceptional circumstances
May 30, 2023
Cut to the Chase! At critical level
May 29, 2023
Through The Noise: Beyond the peak
May 26, 2023
Cut to the Chase! The tug-of-war
May 25, 2023
Cut to the Chase! Coming to the last hour
May 24, 2023
Cut to the Chase! Shaken, but not stirred
May 23, 2023
Cut to the Chase! The chemical reaction
May 22, 2023
Through The Noise: Is China’s recovery sustainable?
May 19, 2023
Cut to the Chase! Quality differs
May 18, 2023
Cut to the Chase! Reality bites
May 17, 2023
Cut to the Chase! The tug-of-war in volatility
May 16, 2023
Cut to the Chase! Meeting different challenges
May 15, 2023
Through The Noise: Opportunities from diverging trends
May 12, 2023
Cut to the Chase! Taming inflation
May 11, 2023
Cut to the Chase! The crystal ball
May 10, 2023
Cut to the Chase! Digesting the bad news
May 09, 2023
Cut to the Chase! More weakness in the USD
May 08, 2023
Through The Noise: Where are the risks?
May 05, 2023
InvesTips: Rebalancing an investment portfolio
May 05, 2023
Cut to the Chase! The golden change
May 04, 2023
Cut to the Chase! The tussle between short and long-term indicators
May 03, 2023
Cut to the Chase! Going for Gold
May 02, 2023
Through The Noise: Fade the Melt-Up?
Apr 28, 2023
Cut to the Chase! It is not too late
Apr 27, 2023
Cut to the Chase! The suppression
Apr 26, 2023
Cut to the Chase! Where is the King Dollar going?
Apr 25, 2023
Cut to the Chase! Can Chinese equities outperform in a US recession?
Apr 24, 2023
Through the Noise: Staying defensive
Apr 21, 2023
Cut to the Chase! Technology earnings the next catalyst
Apr 20, 2023
Cut to the Chase! A reasonable beat
Apr 19, 2023
Cut to the Chase! Opportunity for rotation
Apr 18, 2023
Cut to the Chase! The US earnings season
Apr 17, 2023
Through The Noise: Has a recession started?
Apr 14, 2023
Cut to the Chase! Finally feeding through to shelter
Apr 13, 2023
Cut to the Chase! The spectre
Apr 12, 2023
Cut to the Chase! Surviving the Test
Apr 11, 2023
Cut to the Chase! The USD smile (or not)
Apr 10, 2023
Through the Noise - Q2 Outlook: The opportunities in FX markets
Apr 06, 2023
Through the Noise - Q2 Outlook: Our equity sector picks
Apr 06, 2023
Through the Noise: The Signal from Gold
Apr 06, 2023
Through the Noise - Q2 Outlook: The pockets of opportunity in equity markets
Apr 05, 2023
Cut to the Chase! Dissecting the ISM manufacturing
Apr 05, 2023
Through the Noise - Q2 Outlook: Tilting further in favour of investment grade bonds
Apr 04, 2023
Cut to the Chase! OPEC+ breaks away from its no-cut stance
Apr 04, 2023
Through the Noise - Q2 Outlook: Diverging economic and policy outlook
Apr 03, 2023
Cut to the Chase! Fortify against surprises
Apr 03, 2023
Through the Noise - Q2 Outlook: Staying SAFE
Mar 31, 2023
Cut to the Chase! An air of change
Mar 30, 2023
Cut to the Chase! A zero-sum game
Mar 29, 2023
Cut to the Chase! The One
Mar 28, 2023
Cut to the Chase! Who is right – the Fed or the markets?
Mar 27, 2023
Through the Noise: Fed vs. Markets
Mar 24, 2023
Cut to the Chase! Not yet the historic moment
Mar 23, 2023
Cut to the Chase! The Swiss Saga
Mar 22, 2023
Cut to the Chase! Opportunities within US Financials
Mar 21, 2023
Cut to the Chase! The critical week
Mar 20, 2023
Through the Noise: Canary in the Coalmine
Mar 17, 2023
Through the Noise Special: When it rains it pours
Mar 16, 2023
Cut to the Chase! Overwhelming the Underwhelming
Mar 16, 2023
Cut to the Chase! Everything, Everywhere, All at once
Mar 15, 2023
Cut to the Chase! Complicating the already-complicated
Mar 14, 2023
Cut to the Chase! The sum of all fears
Mar 13, 2023
Through the Noise: China’s conservative boost
Mar 10, 2023
InvesTips: Lessons for stock pickers
Mar 10, 2023
Through The Noise Special – Updating our Capital market assumptions
Mar 09, 2023
Cut to the Chase! The tough gets going – Part 2
Mar 09, 2023
Cut to the Chase! Timing matters
Mar 08, 2023
Cut to the Chase! Sensing the upcoming US non-farm payroll number
Mar 07, 2023
Cut to the Chase! Missing the boat?!
Mar 06, 2023
Through the Noise: Goldilocks Narrative Challenged
Mar 03, 2023
Cut to the Chase! Dragon re-entering
Mar 02, 2023
Cut to the Chase! Bricks and mortar
Mar 01, 2023
Cut to the Chase! You gotta have faith
Feb 28, 2023
Cut to the Chase! Banking on European Banks
Feb 27, 2023
Through the Noise: The Income Window Reopens
Feb 24, 2023
Cut to the Chase! Do not lose sight of Japan!
Feb 23, 2023
Cut to the Chase! The tough gets going
Feb 22, 2023
Cut to the Chase! A look at ChatGPT
Feb 21, 2023
Cut to the Chase! Short-term USD move and its implications
Feb 20, 2023
Through the Noise: Dollar catches a (brief) tailwind
Feb 17, 2023
Cut to the Chase! A sector of growing prominence
Feb 16, 2023
Cut to the Chase! A Blue Valentine? (Part 2)
Feb 15, 2023
Cut to the Chase! Head and Shoulders for Hang Seng Index
Feb 14, 2023
Cut to the Chase! A Blue Valentine?
Feb 13, 2023
Through the Noise: Central banks starting to be heard
Feb 10, 2023
Cut to the Chase! Revisiting Oil and Energy
Feb 09, 2023
Cut to the Chase! Who is the better pilot – Iceman vs. Maverick
Feb 08, 2023
Cut to the Chase! Glass Half- Full – Part 2
Feb 07, 2023
Cut to the Chase! Glass Half- Full
Feb 06, 2023
Through the Noise: Nearing the end
Feb 03, 2023
Cut to the Chase! The V-Day approaching?
Feb 02, 2023
Cut to the Chase! After the low-hanging fruits… (Part 2)
Feb 01, 2023
Cut to the Chase! After the low-hanging fruits…
Jan 31, 2023
Cut to the Chase! The macro blockbuster week
Jan 30, 2023
Through the Noise: Complacent markets
Jan 27, 2023
Cut to the Chase! Looking for quality in Chinese property bonds
Jan 26, 2023
Cut to the Chase! Time to take some profit on the Hang Seng index?
Jan 25, 2023
Through the Noise: Time to fade the rally in Europe
Jan 25, 2023
Cut to the Chase! Focusing upon infrastructure assets
Jan 19, 2023
Cut to the Chase! From building efficiency to focusing upon resilience
Jan 18, 2023
Cut to the Chase! And we are there!
Jan 17, 2023
Outlook 2023: In conversation with Mark Carney
Jan 17, 2023
Cut to the Chase! Are we there yet?
Jan 16, 2023
Through The Noise: Are we there yet?
Jan 13, 2023
Cut to the Chase! There is no place like home
Jan 12, 2023
Cut to the Chase! What about US equities?
Jan 11, 2023
Cut to the Chase! Are Chinese equities too high to chase?
Jan 10, 2023
Cut to the Chase! Is goldilocks coming back?
Jan 09, 2023
Through the Noise: Staying SAFE, preferring Asia
Jan 06, 2023
Cut to the Chase! Staying SAFE with high-quality income assets
Jan 05, 2023
Cut to the Chase! The Last of the Mohicans
Jan 04, 2023
Cut to the Chase! Enter the Dragon, Redux
Jan 03, 2023
2023 Outlook: Multi-asset Income Strategies
Dec 23, 2022
2023 Outlook: FX
Dec 22, 2022
2023 Outlook: Equity
Dec 21, 2022
2023 Outlook: Bonds
Dec 20, 2022
2023 Outlook: Macro
Dec 19, 2022
2023 Outlook: Playing It SAFE
Dec 16, 2022
Cut to the Chase! Rotate into defensive, income assets
Dec 15, 2022
Cut to the Chase! Are we getting some luck?
Dec 14, 2022
Cut to the Chase! In heaven, or in hell?
Dec 13, 2022
Cut to the Chase! The tail event
Dec 12, 2022
Through The Noise: The return of the central banker
Dec 09, 2022
Cut to the Chase! To convert, or not to convert?
Dec 08, 2022
Cut to the Chase! Death and Taxes
Dec 07, 2022
Cut to the Chase! A Christmas Carol
Dec 06, 2022
Cut to the Chase! Buying into Non-farm beat?
Dec 05, 2022
Through The Noise: Santa Claus Rally?
Dec 02, 2022
Cut to the Chase! The wings of the doves, Part 2
Dec 01, 2022
Cut to the Chase! The Third Arrow
Nov 30, 2022
Cut to the Chase! The Hang Seng’s V-shape move
Nov 29, 2022
Cut to the Chase! Is US consumption the next shoe to drop?
Nov 28, 2022
Through The Noise: Fade the equity rally
Nov 25, 2022
Cut to the Chase! The wings of the doves
Nov 24, 2022
Cut to the Chase! A look at the semiconductor sector
Nov 23, 2022
Cut to the Chase! Revisiting high-quality income assets
Nov 22, 2022
Cut to the Chase! King Dollar not done yet
Nov 21, 2022
Through The Noise: Tide turning?
Nov 18, 2022
Cut to the Chase! From “Safe-haven” to “Risk-seeking”
Nov 17, 2022
Cut to the Chase! Chinese property bonds – low systemic risk
Nov 16, 2022
Cut to the Chase! What to do with the Hang Seng index
Nov 15, 2022
Cut to the Chase! Has Asia turned?
Nov 14, 2022
Through The Noise: Peak rate expectations?
Nov 11, 2022
Cut to the Chase! US energy sector – tailwinds intact for the medium-term
Nov 10, 2022
Cut to the Chase! The “King Dollar” – where to go from here?
Nov 09, 2022
Cut to the Chase! Enter the Dragon
Nov 08, 2022
Cut to the Chase! Fed likely to stay its tightening course
Nov 07, 2022
Through The Noise: The Fed deflates another rally
Nov 04, 2022
InvesTips: How to survive a recession and thrive afterwards
Nov 04, 2022
Cut to the Chase! Higher peak in policy rates
Nov 03, 2022
Cut to the Chase! Tactical opportunity in Chinese equities
Nov 02, 2022
Cut to the Chase! Income assets still the focus
Nov 01, 2022
Cut to the Chase! It’s scary out there!
Oct 31, 2022
Through The Noise: Capturing the Yield
Oct 28, 2022
Cut to the Chase! The next shoe to drop
Oct 27, 2022
Cut to the Chase! New manager bounce
Oct 26, 2022
Cut to the Chase! It never rains…
Oct 25, 2022
Through the Noise: Tug of War
Oct 21, 2022
Cut to the Chase: PIVOT!?!?
Oct 20, 2022
Cut to the Chase: Happy Anniversary
Oct 19, 2022
Cut to the Chase: How are you funded?
Oct 18, 2022
Cut to the Chase! The curse of the consensus
Oct 17, 2022
Though the Noise: Keeping at it for now
Oct 14, 2022
Cut to the Chase! Gold interesting at this stage
Oct 13, 2022
Cut to the Chase! Are European financials able to withstand idiosyncratic risks?
Oct 12, 2022
Through the Noise: Bonds outlook for the final quarter of 2022
Oct 12, 2022
Through the Noise: Equities outlook for the final quarter of 2022
Oct 11, 2022
Cut to the Chase! Energy is the only overweight sector
Oct 11, 2022
Talking Thematics – Q4 Investment Themes update: China renewables a bright spot
Oct 10, 2022
Cut to the Chase! Fed-Pivot too soon – Rotate into defensive
Oct 10, 2022
Through the Noise – Navigating a difficult near-term outlook mini series
Oct 07, 2022
Through the Noise: Is the Fed pivoting again?
Oct 07, 2022
Through the Noise: Are we close to the end of the business cycle?
Oct 07, 2022
Cut to the Chase! Challenges to the King Dollar
Oct 06, 2022
Cut to the Chase! When bad news is good
Oct 05, 2022
Cut to the Chase! Is love justified? (Part 2)
Oct 04, 2022
Cut to the Chase! Is it too late?
Oct 03, 2022
Though the Noise: Navigating a difficult near-term outlook
Sep 30, 2022
Cut to the Chase! Desperate times call for desperate measures
Sep 29, 2022
Cut to the Chase! Is love justified?
Sep 28, 2022
Cut to the Chase! “To get squares, you have to give squares”
Sep 27, 2022
Cut to the Chase! The 3D’s
Sep 26, 2022
Through The Noise: The Fed leads yields higher, stocks lower
Sep 23, 2022
Cut to the Chase! Defending against the sacrifice
Sep 22, 2022
Cut to the Chase! The only game in town
Sep 21, 2022
Cut to the Chase! After the shock
Sep 20, 2022
Cut to the Chase! The Blockbuster
Sep 19, 2022
Through The Noise: The Heat is On
Sep 16, 2022
Cut to the Chase! Defensive growth
Sep 15, 2022
Cut to the Chase! 75bps and more to come
Sep 14, 2022
Cut to the Chase! FX stars aligning?
Sep 13, 2022
Cut to the Chase! Quality matters
Sep 12, 2022
InvesTips: How to manage a rising interest rate environment
Sep 12, 2022
Through The Noise: What do jumbo rate hikes mean for investors?
Sep 12, 2022
Cut to the Chase! Made in Haven
Sep 08, 2022
Cut to the Chase! Inflation - Where art thou?
Sep 07, 2022
Cut to the Chase! Crunch time for global bonds, Part 2
Sep 06, 2022
Cut to the Chase! Crunch time for global bonds
Sep 05, 2022
Through The Noise: Narrowing our focus
Sep 02, 2022
Cut to the Chase! Comfort zone is over-rated
Sep 01, 2022
Cut to the Chase! Remembering the Princess
Aug 31, 2022
Cut to the Chase! When hawks fly - Part 2
Aug 30, 2022
Cut to the Chase! When hawks fly
Aug 29, 2022
Though The Noise: Three things to watch at the Jackson Hole
Aug 26, 2022
Cut to the Chase! Zugzwang in Europe
Aug 25, 2022
Cut to the Chase! When weakness means opportunities
Aug 24, 2022
Cut to the Chase! Switching is the buzz word
Aug 23, 2022
Cut to the Chase! Is this base for real?
Aug 22, 2022
Through The Noise: Bear rally topping
Aug 19, 2022
Cut to the Chase! A tale of two retail sales numbers
Aug 18, 2022
Cut to the Chase! What to do with Oil and Oil-related investments?
Aug 17, 2022
Cut to the Chase! Weakness in China data
Aug 16, 2022
Cut to the Chase! Check out Global Financials
Aug 15, 2022
Through The Noise: Looking for a Catch-Up
Aug 12, 2022
Cut to the Chase! A barbell investment approach after the US CPI print
Aug 11, 2022
Cut to the Chase! Trim US equities into global bonds
Aug 10, 2022
Cut to the Chase! Along comes USDJPY
Aug 09, 2022
Cut to the Chase! Growth vs. Inflation
Aug 08, 2022
Through The Noise: When bad news is good news
Aug 05, 2022
Cut to the Chase! Looking out for endangered species
Aug 04, 2022
Cut to the Chase! The Fed turns on the heat
Aug 03, 2022
Cut to the Chase! Planning an Australian road trip?
Aug 02, 2022
Cut to the Chase! Bracing for a flood of macroeconomic data
Aug 01, 2022
Through The Noise: The many walls of worry
Jul 29, 2022
Cut to the Chase! Fed hints at a slower pace of rate hikes
Jul 28, 2022
Cut to the Chase! All eyes on Fed
Jul 27, 2022
Cut to the Chase! Contrasting fortunes for EUR and AUD
Jul 26, 2022
Cut to the Chase! Getting ready for the data deluge
Jul 25, 2022
Through The Noise: What will sustain the upturn?
Jul 22, 2022
Cut to the Chase! Treading water ahead of key policy events
Jul 21, 2022
Cut to the Chase! What can you learn from being a chess player?
Jul 20, 2022
Cut to the Chase! Are gold prices set to rebound?
Jul 19, 2022
Cut to the Chase! It’s the turn of non-US central banks
Jul 18, 2022
Through The Noise: Getting Hotter Still
Jul 15, 2022
Cut to the Chase! How far will the Fed go?
Jul 14, 2022
Cut to the Chase! Will the EUR drop below parity with the USD?
Jul 13, 2022
Cut to the Chase! Has inflation peaked?
Jul 12, 2022
Through The Noise: Will equities pass the earnings test?
Jul 08, 2022
Cut to the Chase! The Fed keeps the bond market on its toes
Jul 07, 2022
Cut to the Chase! A gloomy start
Jul 06, 2022
Through the Noise: The big question with Professor Raghuram Rajan
Jul 05, 2022
Cut to the Chase! Is USD/JPY heading for 147?
Jul 05, 2022
Cut to the Chase! Summer travels, but not for markets
Jul 04, 2022
H2 2022 Income Investing: Likely to outperform
Jul 01, 2022
H2 2022 FX Outlook: Looking for opportunities in FX markets
Jun 30, 2022
Cut to the Chase! Postcard from Portugal
Jun 30, 2022
H2 2022 Equities Outlook: Trimming global equity exposure
Jun 29, 2022
Cut to the Chase! Good news or bad news first?
Jun 29, 2022
Cut to the Chase! Can the Loonie break free?
Jun 28, 2022
H2 2022 Bonds Outlook: Raising allocation to bonds
Jun 28, 2022
H2 2022 Macro Outlook: US recession and Fed outlook, European stagflation risk and China’s recovery
Jun 27, 2022
Cut to the Chase! A winding Alpine road
Jun 27, 2022
Through the Noise – Walking a Tightrope
Jun 24, 2022
Cut to the Chase! Soft landing is hard
Jun 23, 2022
Cut to the Chase! All eyes on Fed
Jun 22, 2022
Cut to the Chase! Will the Swiss National Bank surprise us again?
Jun 21, 2022
Cut to the Chase! Facing several walls of worry
Jun 20, 2022
Through the Noise: US Recession risks rising
Jun 17, 2022
Cut to the Chase! The day after the Fed
Jun 16, 2022
Cut to the Chase! All eyes on Fed
Jun 15, 2022
Cut to the Chase! Is 75 the new 50?
Jun 14, 2022
Cut to the Chase! A week of central bank meetings
Jun 13, 2022
Talking Thematics: A special episode with Henrik Fisker, CEO and founder of Fisker Inc
Jun 10, 2022
Through the Noise: Stars aligning for Asia
Jun 10, 2022
Cut to the Chase! What’s your favourite video game?
Jun 09, 2022
InvesTips: Managing allocations in volatile times
Jun 08, 2022
Cut to the Chase! The World Bank sets a gloomy tone
Jun 08, 2022
Cut to the Chase! Look out for the Kiwi
Jun 07, 2022
Cut to the Chase! Stuck in a range
Jun 06, 2022
Through the Noise: The Income Opportunity
Jun 03, 2022
Cut to the Chase! When good news is bad news
Jun 02, 2022
Cut to the Chase! Day 1 of Quantitative Tightening
Jun 01, 2022
Cut to the Chase! The Loonie takes flight
May 31, 2022
Cut to the Chase! Does summer push markets higher this year?
May 30, 2022
Through the Noise: Is the Fed winning?
May 27, 2022
Cut to the Chase! Where are the market opportunities today?
May 26, 2022
Cut to the Chase! Got bonds?
May 25, 2022
Cut to the Chase! The EUR and the power of blogging
May 24, 2022
Cut to the Chase! What does 20% mean to you?
May 23, 2022
Through the Noise: Oversold markets
May 20, 2022
Cut to the Chase! A turbulent day in US equities
May 19, 2022
Cut to the Chase! On a plane to Australia
May 18, 2022
Cut to the Chase! It's all about the consumer
May 17, 2022
Through the Noise: Beware of Negativity Bias
May 13, 2022
Talking Thematics: A special with Davide Serra, CEO of Algebris Investments
May 13, 2022
Cut to the Chase! Something for both the bulls and the bears
May 12, 2022
Cut to the Chase! Are we near the top in the US Dollar?
May 11, 2022
Cut to the Chase! The tumult extends, but inflation really the key
May 10, 2022
Cut to the Chase! Has inflation peaked?
May 09, 2022
Through the Noise: Peak rate expectations?
May 06, 2022
Cut to the Chase! The Fed delivers on expectations
May 05, 2022
Cut to the Chase! A very short, and very pivotal, week
May 04, 2022
Through the Noise: Are we there yet?
Apr 29, 2022
Cut to the Chase! When is a EUR equal to a USD?
Apr 28, 2022
Investips: Diversification
Apr 27, 2022
Cut to the Chase! A big down day in US equity markets
Apr 27, 2022
Cut to the Chase! Glass half full or glass half empty?
Apr 26, 2022
Cut to the Chase! How should one interpret Friday’s US equity market fall?
Apr 25, 2022
Through the Noise: A promising start
Apr 22, 2022
Talking Thematics: Q2 thematic update
Apr 21, 2022
Cut to the Chase! What will you be doing on Earth Day?
Apr 21, 2022
Cut to the Chase! Would one chase the Yen lower?
Apr 20, 2022
Cut to the Chase! Chasing an obsession
Apr 19, 2022
Cut to the Chase! Reviewing the report card
Apr 18, 2022
Through the Noise: The next catalyst
Apr 14, 2022
Cut to the Chase! Oil prices make all the difference
Apr 13, 2022
Cut to the Chase! The ECB’s dilemma
Apr 12, 2022
Cut to the Chase! An eventful trip around the world
Apr 11, 2022
Through the Noise: Learning to Live with a Hawkish Fed
Apr 08, 2022
Talking Thematics: An introduction to cryptocurrencies
Apr 08, 2022
Cut to the Chase! Gauging the economy’s health
Apr 07, 2022
Cut to the Chase! Central banks take the stage
Apr 06, 2022
Cut to the Chase! A Toonie for my thoughts
Apr 05, 2022
Cut to the Chase! An optimistic start to Q2?
Apr 04, 2022
Through the Noise: Inversion
Apr 01, 2022
Through the Noise: Q2 Outlook: Where do you see opportunities in FX and commodity markets?
Mar 31, 2022
Cut to the Chase! Red hot inflation
Mar 31, 2022
Talking Thematics: The Metaverse
Mar 31, 2022
Through the Noise: Q2 Outlook: Why Asia is likely to outperform global equities
Mar 30, 2022
Cut to the Chase! Bond markets flashing recession signal
Mar 30, 2022
Investips – The allure of private assets
Mar 29, 2022
Cut to the Chase! Yen on a slippery slope
Mar 29, 2022
Through the Noise: Q2 Outlook: Why bond investors should not be excessively worried about rising interest rates
Mar 29, 2022
Through the Noise: Q2 Outlook: Why stagflation is nothing to get too concerned about yet
Mar 28, 2022
Cut to the Chase! What would you do with an extra hour in your day?
Mar 28, 2022
Through the Noise: Q2 Outlook: Why history argues in favour of equities
Mar 25, 2022
Through the Noise Special: Top client questions answered
Mar 24, 2022
Cut to the Chase! More rumblings in the oil market
Mar 24, 2022
Cut to the Chase! Should I carry an umbrella today?
Mar 23, 2022
Cut to the Chase! Chasing the Loonie
Mar 22, 2022
Cut to the Chase! Should I worry about a Death Cross?
Mar 21, 2022
Through the Noise: Have we seen a ‘whatever it takes’ moment in China?
Mar 18, 2022
Cut to the Chase! A decisive day at the Fed
Mar 17, 2022
Cut to the Chase! An eye-watering drop in China and Hong Kong stocks
Mar 16, 2022
Cut to the Chase! The CNY’s immediate challenges
Mar 15, 2022
Cut to the Chase! The Fed’s upcoming balancing act
Mar 14, 2022
Through the Noise: The cost of missing out (COMO)
Mar 11, 2022
Cut to the Chase! Super Mario’s big day
Mar 10, 2022
Cut to the Chase! A black swan, and our view on the EUR
Mar 09, 2022
International Women’s Day Special: What has gender diversity got to do with ESG and sustainable investing?
Mar 08, 2022
Cut to the Chase! The search for technical support
Mar 08, 2022
Cut to the Chase! An oil price shock?
Mar 07, 2022
Through the Noise: How does the Ukraine situation impact our equity market preferences?
Mar 04, 2022
Cut to the Chase! Rate hikes on the way
Mar 03, 2022
Cut to the Chase! What will Powell say?
Mar 02, 2022
Cut to the Chase! EUR/JPY as a risk hedge
Mar 01, 2022
Cut to the Chase! A weekend of sanctions
Feb 28, 2022
Through the Noise: A dramatic escalation
Feb 25, 2022
Talking thematics – Climate theme on sale
Feb 24, 2022
Cut to the Chase! Central banks add to the action
Feb 24, 2022
Investips – Is your investment foundation robust (Part 1)?
Feb 23, 2022
Investips – Is your investment foundation robust (Part 2)?
Feb 23, 2022
Cut to the Chase! What can we learn from the market’s moves yesterday?
Feb 23, 2022
Cut to the Chase! A yen for a geopolitically charged day
Feb 22, 2022
Cut to the Chase! Watching market technical on President’s day
Feb 21, 2022
Through the Noise: What to make of the Ukraine crisis
Feb 18, 2022
Cut to the Chase! A sigh of relief amid good and bad news
Feb 17, 2022
Cut to the Chase! Geopolitical risks ease, but watch those bond yields.
Feb 16, 2022
Cut to the Chase! What’s in a name?
Feb 15, 2022
Cut to the Chase! Oil, international travel and the inflation debate
Feb 14, 2022
Through the Noise: A persistent bugbear
Feb 11, 2022
Cut to the Chase! AUD rally and the end of Australian QE
Feb 10, 2022
Cut to the Chase! Will US CPI data drive 10-year Treasury yield above 2%?
Feb 09, 2022
Cut to the Chase! Time to consider Gold as a hedge
Feb 08, 2022
Cut to the Chase! Will inflation derail the equities rebound?
Feb 07, 2022
Through the Noise: Earnings still supportive, especially for tech
Feb 04, 2022
Cut to the Chase! ECB and BoE meetings in focus
Feb 03, 2022
Talking thematics – Understand thematic investing. The what, why and how.
Jan 31, 2022
Cut to the Chase! US earnings and jobs data in focus this week
Jan 31, 2022
Through the Noise: A window of opportunity
Jan 28, 2022
Cut to the Chase! Should we read the Fed as an optimist or a pessimist?
Jan 27, 2022
Cut to the Chase! Will the Fed meeting calm equity markets?
Jan 26, 2022
Cut to the Chase! Welcome to the roller coaster ride.
Jan 25, 2022
Cut to the Chase! Will the Fed meeting give us a buy-on-dips opportunity?
Jan 24, 2022
Through the Noise: Do not fear the Fed
Jan 21, 2022
Cut to the Chase! Is oil heading back to $100/bbl?
Jan 20, 2022
Cut to the Chase! Looking through the sea of red on the market screens
Jan 19, 2022
Investips – Why It’s never too late to start investing
Jan 19, 2022
Cut to the Chase! Order and Dignity at the Bank of Japan
Jan 18, 2022
Cut to the Chase! What will the ECB and BoJ tell us?
Jan 17, 2022
Through the Noise: Bouncing back
Jan 14, 2022
Cut to the Chase! Big inflation numbers, but are they surprising anyone?
Jan 13, 2022
Cut to the Chase! Powell contrasts with market technicals.
Jan 12, 2022
Cut to the Chase! Why we like the Loonie.
Jan 11, 2022
Cut to the Chase! It's all about jobs.
Jan 10, 2022
Through the Noise: Sticking with Risk, Buying the Dip
Jan 07, 2022
Outlook 2022 miniseries - Income strategies
Dec 23, 2021
Outlook 2022 miniseries – Equity regions
Dec 22, 2021
Outlook 2022 miniseries - Bonds
Dec 21, 2021
Outlook 2022 miniseries - The winds of climate change
Dec 20, 2021
Outlook 2022 miniseries – Embracing a digital future
Dec 17, 2021
Outlook 2022 miniseries – China’s ‘Common Prosperity’
Dec 16, 2021
Outlook 2022 miniseries - Equity sectors
Dec 15, 2021
Outlook 2022 miniseries - FX
Dec 14, 2021
Outlook 2022: A Winding Road to Normality
Dec 13, 2021
Weekly Market View: What to expect from central banks next week?
Dec 10, 2021
The Weekly FX Navigator: What is the outlook for the AUD after the RBA left policy rates unchanged?
Dec 07, 2021
Weekly Market View: What to make of Omicron?
Dec 03, 2021
The Weekly FX Navigator: Will the short squeeze last for JPY?
Nov 30, 2021
Weekly Market View: What should investors make of US dollar’s rise?
Nov 26, 2021
The Weekly FX Navigator: Powell keeps his job. What does this mean for Fed policy and FX markets?
Nov 23, 2021
Weekly Market View: What will sustain the rally?
Nov 19, 2021
The Weekly FX Navigator: Gold breaks out, what next?
Nov 16, 2021
Weekly Market View: Which assets are likely to benefit from the rise in inflation?
Nov 12, 2021
The Weekly FX Navigator: Should you be concerned with last week's central bank decisions?
Nov 09, 2021
Weekly Market View: Implications of the Fed’s latest policy guidance?
Nov 05, 2021
The Weekly FX Navigator: RBA disappoints the hawks
Nov 02, 2021
Global Market Outlook: Worried about inflation?
Oct 29, 2021
The Weekly FX Navigator: Fading the GBP
Oct 26, 2021
Weekly Market View: How’s the Q3 earnings season going?
Oct 22, 2021
The Weekly FX Navigator: Chasing the USD higher offers a poor risk-reward
Oct 19, 2021
Weekly Market View: What are the market implications of tapering?
Oct 15, 2021
The Weekly FX Navigator: The technical breakouts in the CAD and JPY
Oct 12, 2021
Weekly Market View: Stagflation or reflation?
Oct 08, 2021
The Weekly FX Navigator: Australia and New Zealand central banks up to bat this week
Oct 05, 2021
Global Market Outlook: Where are the investment opportunities in Q4 and beyond?
Oct 01, 2021
The Weekly FX Navigator: German elections and the EUR
Sep 28, 2021
Weekly Market View: What is the market outlook as the Fed turns more hawkish?
Sep 24, 2021
The Weekly FX Navigator: Eyes on the FOMC meeting
Sep 21, 2021
Weekly Market View: What are the near-term catalysts for markets?
Sep 17, 2021
The Weekly FX Navigator: Will lacklustre interest in gold persist?
Sep 14, 2021
Weekly Market View: A leftward shift in Europe?
Sep 10, 2021
The Weekly FX Navigator: Revisiting the USD ‘smirk’ framework
Sep 07, 2021
Weekly Market View: A turnaround in China?
Sep 03, 2021
The Weekly FX Navigator: An update on the USD
Aug 31, 2021
Global Market Outlook - Looking beyond the taper
Aug 27, 2021
The Weekly FX Navigator: Contrasting COVID-19 approaches between the UK and Australia
Aug 24, 2021
Weekly Market View: Is Fed tapering really a risk?
Aug 20, 2021
Talking Thematics: Journey or destination? An inflation playbook (Part 2)
Aug 19, 2021
Talking Thematics: Journey or destination? An inflation playbook (Part 1)
Aug 18, 2021
The Weekly FX Navigator: Watch the safe-havens
Aug 18, 2021
Weekly Market View: Is it time to switch back into Value-style equities?
Aug 13, 2021
The Weekly FX Navigator (11 August 2021): Gold loses some of its shine
Aug 11, 2021
Weekly Market View (6 August 2021): Is a potential Fed tapering announcement something to worry about?
Aug 06, 2021
The Weekly FX Navigator (4 August 2021): An update on the Antipodeans (AUD, NZD)
Aug 04, 2021
Global Market Outlook (30 July 2021) - Are investors learning to live with COVID?
Jul 30, 2021
The Weekly FX Navigator (27 July 2021): Will the UK and the GBP lead the way out of the COVID-19 pandemic?
Jul 27, 2021
Weekly Market View (23 July 2021): What to watch this summer
Jul 23, 2021
Talking Thematics (22 July 2021): Themes for the year and beyond
Jul 22, 2021
Weekly Market View (16 July 2021): Is China policy tightening over?
Jul 16, 2021
The Weekly FX Navigator (13 July 2021): Can the RBNZ lift the NZD?
Jul 13, 2021
Weekly Market View (9 July 2021): Bond yields - warning or opportunity?
Jul 09, 2021
The Weekly FX Navigator (6 July 2021): We still like the CAD
Jul 06, 2021
Weekly Market View (2 July 2021): Much ado about nothing?
Jul 02, 2021
Sustainable Investing Series (28 June 2021): Companies in Transition (in partnership with Allianz Global Investors)
Jun 28, 2021
The Weekly FX Navigator (29 June 2021): Add the EUR on dips
Jun 28, 2021
Global Market Outlook (25 June 2021): Riding the recovery wave
Jun 25, 2021
Sustainable Investing Series (23 June 2021): Making sense of ESG ratings (in partnership with Allianz Global Investors)
Jun 23, 2021
The Weekly FX Navigator (22 June 2021): A post-FOMC update
Jun 22, 2021
Weekly Market View (18 June 2021): A more confident Fed
Jun 18, 2021
The Weekly FX Navigator (15 June 2021): An oversold JPY
Jun 15, 2021
Weekly Market View (11 June 2021): Taper talk
Jun 11, 2021
The Weekly FX Navigator (8 June 2021): Still lovin’ the GBP
Jun 08, 2021
Weekly Market View (4 June 2021): Europe calling
Jun 04, 2021
Sustainable Investing Series (2 June 2021): Powering the future of energy (in partnership with BNP Paribas AM)
Jun 02, 2021
Sustainable Investing Series (3 June 2021): Water - Understanding the value of blue gold (in partnership with BNP Paribas AM)
Jun 02, 2021
The Weekly FX Navigator (1 June 2021): NZD can rally further
Jun 01, 2021
Global Market Outlook (28 May 2021): Inflation - A flash in the pan
May 28, 2021
Sustainable Investing Series (27 May 2021): Impact Investing and SDGs (in partnership with Robeco)
May 26, 2021
The Weekly FX Navigator (25 May 2021): More upside ahead for GBP/SGD
May 25, 2021
Weekly Market View (21 May 2021): Crypto goes kaput
May 21, 2021
Sustainable Investing Series (20 May 2021): Sustainable and ESG Investing in Asia (in partnership with UOB AM)
May 20, 2021
The Weekly FX Navigator (18 May 2021): A ‘buy-on-dip’ approach to commodity-linked FX
May 18, 2021
Weekly Market View (14 May 2021): The inflation conundrum
May 14, 2021
The Weekly FX Navigator (11 May 2021): GBP shrugs off Scottish elections
May 11, 2021
Weekly Market View (7 May 2021): Another bumper earnings season
May 07, 2021
Sustainable Investing Series (6 May 2021): Numbers don’t lie (in partnership with Ninety One)
May 06, 2021
The Weekly FX Navigator (5 May 2021): Buying-the-dip in pound sterling
May 05, 2021
Sustainable Investing Series (3 May 2021): Getting to the ‘core’ of climate change (in partnership with Ninety One)
May 03, 2021
Global Market Outlook (30 April 2021): Relentless optimism?
Apr 30, 2021
The Weekly FX Navigator (27 Apr 2021): The USD smirks
Apr 27, 2021
Weekly Market View (23 April 2021): The quest for Goldilocks
Apr 23, 2021
The Weekly FX Navigator (20 April 2021): Loonie tunes up for further gains
Apr 20, 2021
Weekly Market View (16 April 2021): Is reflation fading?
Apr 16, 2021
Weekly Market View (9 April 2021): Keeping the taps open
Apr 09, 2021
Weekly Market View (1 April 2021): Time for reckoning
Apr 01, 2021
Global Market Outlook (26 March 2021): A Wave of Rotations
Mar 26, 2021
Weekly Market View (19 March 2021): Some like it hot
Mar 19, 2021
Weekly Market View (12 March 2021): Rotation gets a booster shot
Mar 12, 2021
Weekly Market View (5 March 2021): Are we in a bubble?
Mar 05, 2021
Global Market Outlook (26 February 2021): Time to rebalance?
Feb 26, 2021
Weekly Market View (19 February 2021): Will the Fed blink?
Feb 19, 2021
Weekly Market View (11 February 2021): From the Rat to the Ox
Feb 11, 2021
Weekly Market View (5 February 2021): Should we sell?
Feb 05, 2021
Global Market Outlook (29 January 2021): More Greed than Fear
Jan 29, 2021
Weekly Market View (22 January 2021): What to expect from Biden
Jan 22, 2021
2021 Outlook (14 December 2020): A Year of Recovery
Dec 14, 2020