12 insights found
08 October 2018
US equity decoupling looks set to narrow
Energy stocks continue to rebound driven by the ongoing supply side issues with crude oil prices now trading at their highest levels since 2014.
06 September 2018
US equities shine as trade war worries grow
Global equities have held up fairly well in light of the generally negative news flow, entirely driven by the United States.
06 July 2018
Equity investors start playing defence
Investors rotate from cyclicals to defensives as risk appetite drops
05 June 2018
Is it time to start thinking about a bear market hunt?
US equities back in top spot as euro area gives back gains
18 May 2018
When markets sneeze earnings don't catch a cold
Healthy earnings season underscores need for tactical approach
05 April 2018
Cross-asset volatility suggests upside for equities as valuation multiples reach two-year lows
Equity markets faltered on rising ‘trade war’ concerns and technology sector regulation in March.
06 March 2018
The game of flows - corporate activity underpins US equity demand
The past month has been eventful, beginning with a volatility-induced sell off and ending with concerns about trade protectionism. Year to date, global equities are close to flat with emerging mark ...
02 February 2018
Euro equity stars align in 2018
Global equities kicked off 2018 on a strong note, rising 4.1% in January