Beyond Markets

The Week in Markets: December Fed meeting could be its strangest ever

Beyond 60/40: The rise of hedge funds in modern portfolios

The Week in Markets: Hawkish Fed commentary diminishes December rate cut hopes

​Is the gold narrative shifting?

The Week in Markets: Tangible evidence of AI’s role in workforce reductions

China Conversations: The post-plenum roadmap

The Week in Markets: Strong Earnings, Cautious Markets

The challenge of reducing USD exposure without sacrificing yield

The Week in Markets: Q3 earnings outpacing analyst expectations so far

The Week in Markets: Encouraging signs in Hong Kong’s long-beleaguered property market

Why AI is driving the current emerging markets equity rally

The Week in Markets: AI takes centre stage as Q3 earnings season begins

China Conversations: From Golden Week to the 15th Five-Year Plan

The Week in Markets: Shutdown blues, Sanaenomics buzz

How structured products can add value to a portfolio

The Week in Markets: To ride the momentum, or not?

Singapore dollar – Small but mighty

The Week in Markets: Looking beyond the expected Fed rate cut

The Week in Markets: History is on the stock market’s side

Market Outlook Year-End 2025 – All eyes on policy responses

What is agentic AI and how might it impact your investments?

The Week in Markets: Japan picture optimistic despite near-term political uncertainty

China Conversations: Market surge triggers bubble concerns

The Week in Markets: AI – enhancing profitability, disrupting employment

Navigating rate cuts, tariffs and fiscal concerns in fixed income portfolios

The Week in Markets: Two milestones in the US stock market, and one in China’s

Private Equity in a Changing World

The Week in Markets: Subtle parallels with the dot-com bubble

From Battlefield to Boardroom: Leadership in a changing world

The Week in Markets: Amazing second quarter results

China Conversations: Does the Hong Kong rally have legs?

The Week in Markets: 39% tariff on Switzerland shocks markets

The Week in Markets: All-time highs for the S&P 500 Equal Weight index, a positive sign

The Week in Markets: Growth tailwinds meet trade headwinds

The Week in Markets: Copper climbs, Europe gains ground

Tariffs and trade disputes: the economic impact

The Week in Markets: History favours further gains for the S&P 500

The Week in Markets: A demand boost for Treasuries

What’s driving the Chinese electric vehicle industry?

The Week in Markets: A return to neo-conservatism

Middle East Flashpoint: Implications for oil and gold

The Week in Markets: Fog of war clouds the outlook for markets

Market Outlook Mid-Year 2025 – Investing in a multipolar world

The Week in Markets: Job data surprise forces the Fed to reassess

The Week in Markets: Impact of the dollar decline

China Conversations: Tailwinds in Chinese equities

What we learnt from an unusual Q1 earnings season

The Week in Markets: US pessimism prevails

The Week in Markets: The beginning of the end of US exceptionalism?

The Week in Markets: Hitting the pause button