insights.

We examine whether today’s high levels of stock market concentration are sustainable.

How should investors be positioned in a deeply divided world?

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?