Market movement

Economics

Emerging markets – is spring finally coming (in autumn)?

Following a hugely volatile summer, emerging markets rebounded in September. Is the comeback sustainable?

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Macrobites

Everything under the sun

As the global economy moves towards late cycle, ensuring that multi-asset portfolios remain suitable for investors means managing a whole range of risks.

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Strategy

The Butterfly Effect

I’m passionate about macro investing. As long as the markets are open, I don’t think about much else. Some people call it passion, others call it addiction.

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Strategy

Tariffs and Trump-induced turmoil

Shifting market narratives suggest the latest squall may not have passed, even though the solid underpinning of the global economy is likely to prevail in the coming months.

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