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We analyse how Japan’s corporate governance reform is shifting from improving capital efficiency to strengthening long-term earnings power; we also explain how rising defence spending could be crea...
In September, the PBoC added 23t of gold, the largest since October 2023 and concluding a robust Q3. Healthy September ETFs inflows also capped a strong quarter. Gold withdrawals from SGE benefited...
By John W. Moore, CFA, CAIA, CMT, Stratview Wealth Management Liquid alternatives are often easier to justify in theory than they are to own in reality. The difference between what these strategies...
This Macroeconomic Outlook report is excerpted from the Fourth Quarter 2026 Fixed-Income Sector Views. AI fuels growth, but energy-driven inflation keeps more Fed hikes in play. The U.S. economic e...
Portfolio Manager YT Boon discusses what makes this AI cycle different, why Asia's supply chain matters, and where he sees opportunities in optical networking, cybersecurity and emerging applications.
As AI advances from answering questions to performing work, its growing usefulness is creating a physical demand for electricity, data centers, cooling, grids, and related infrastructure. The analy...
The prospectors are still digging, the merchants still selling shovels. Chief Strategist Guy Foster unpicks two years of AI lessons - and what's changed.
Introduction The S&P/BMV IPC is Mexico’s flagship equity index, and around it sits a growing ecosystem of investable products, including futures listed on MexDer and CME. The S&P/BMV IPC Futures Se...
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