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Market Insights

StocksTechnology

Investing in Artificial Intelligence

Artificial Intelligence (AI) is one of the most promising new technologies, that is expected to spur a wave of social progress unmatched since the industrial revolution. What are the major opportunities in AI, how ...

StocksEuropeearningsS&P500

Lessons from the earnings season (so far)

As we are halfway through the earnings season, market reaction has been generally negative so far, mostly driven by fears of possible tightening. But how worried are business owners about the near-term growth ...

Technologyfintech

The European tech landscape

The European technology ecosystem smashed records across the board in 2021, with valuations following suit. Is this surge in European unicorns sustainable?

Stocks

Investing in leading brands

Leading brands tend to be more resilient and stand the test of time. Why brands matter, how to gain exposure, and what pitfalls to avoid?

StocksBondsAsset Allocation

Safe Haven Assets

The recent volatility in financial markets took major indices into correction levels, and even traditional safe havens such as Treasuries and gold offered limited protection. As uncertainty remains surrounding central ...

ForexChina

Could the slowdown in China create yuan volatility?

Forex market volatility is picking up, but one place it hasn’t is in the Chinese yuan. Could the recent PBOC rate cuts, impending Fed rate hike and slowing Chinese economy change that?

StocksCryptoTechnology

Cryptos beyond the currencies

The sharp sell-off in crypto has potentially provided entry points for long-term investors. Many however, are looking for diverse plays on crypto, beyond owning the currencies directly. We look at some of the ...

CryptoBitcoin

Bitcoin in a rising interest rate environment

Cryptocurrencies have sold off alongside risk assets, on fears of interest rate hikes. But how serious is the threat to cryptos, and more particularly to Bitcoin?

BondsFixed IncomeChina

Looking for a haven with yield in China bonds

After a strong year, Chinese government bonds remain an area of interest for investors seeking yields that go some way to offset inflation as well as a haven from the war in Ukraine.

StocksUSAfiscal

Assessing the 2022 fiscal cliff

Risk assets have been rocked by the prospects of tighter monetary policy, but is the risk of a fiscal cliff just as big – or bigger?

MacroAsset Allocation

MonthlyFlow - February 2022

2022 is off to a rocky start, but the outlook for the year remains constructive

StocksTechnologyChina

China: national tech giants at bargain prices

Speculative frenzy in Chinese tech stocks is long over! That is, for most investors, but not Warren Buffet’s right-hand man, Charlie Munger, who recently invested in Alibaba. Could historically low valuations be a ...

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