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Market Outlooks
Global Weekly Commentary: Opportunities in globalization rewiring
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Last week’s bond yield jump and stock tumble underscore we’re in a new regime of greater volatility. A renewed focus on U.S. fiscal challenges and surprise policy tightening in Japan have stirred up volatility in developed markets (DM).
Market Outlooks
Global Weekly Commentary: Tighter policy all around
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The Bank of Japan surprised markets last week after it tweaked its yield curve control policy again, joining a tightening wave across developed markets (DM).
Market Outlooks
Global Weekly Commentary: Central bank inflation fight to carry on
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The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride.
Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Market Outlooks
The Case for Semiconductors
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Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.