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Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the...
This month, we discuss how the TOPIX, rather than the record-setting Nikkei, may be a better gauge of “Japan Inc.”; we also analyse how recent interventions to prop up the yen can be viewed as an a...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
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As markets grapple with rising geopolitical tensions, persistent inflation and renewed uncertainty over the path of US interest rates, Jerome Powell exits the Federal Reserve after steering the glo...
US input price inflation accelerated in April, coming in significantly above market expectations.
Please join Mark Cabana in discussion with Adarsh Sinha & Meghan Swiber to discuss the US-China summit, yen intervention, & US rates. We will cover FX views in context of US-China summit & recent y...
Inflation is on the up but when will central banks begin to raise interest rates?
As the war in Iran and wider Middle East conflict continues, we’re taking account of the impact on the US dollar across our currency portfolios.
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