insights.

What is happening to inflation? And will strong US demand or geopolitical risks derail the rate-cutting cycle? We examine the outlook.

Energy markets are in the headlines – what do diverging oil and natural gas prices mean for the economy and our investment preferences? 

When is a China investment not a China investment? We look at proxy ways to gain access to the world’s second largest economy.

How should investors react to a turning rate cycle? Our Q2 video discusses portfolio implications.

Interest rates are diverging as central banks face different dilemmas – how should investors react?

Switzerland has kicked off the rate-cutting cycle. How should investors react?

After the recent gold rally, we look at the factors driving prices.

What risks should investors have on their radar in 2024? We examine eight to keep in mind.