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In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...
Insights into Japan’s ESG market, covering governance reform, FTSE JPX Blossom index evolution and Q1 2026 performance context, including SGX Futures.
The Fed’s hawkish hold reinforced higher-for-longer expectations, lifting yields and the dollar. While easing geopolitical tensions support near-term risk sentiment, persistent inflation risks and...
Join this Mid-Year Outlook 2026 to assess geopolitical risk, the new Fed Chair, Europe’s security agenda and AI opportunities, and refine portfolios for...
With new Chair Kevin Warsh at the helm, the Federal Reserve held interest rates steady at its June meeting. Western Asset offers its analysis of the meeting and the implications for investors.
Wednesday’s Federal Reserve (Fed) press conference was one of the most eagerly awaited in a very long time. Kevin Warsh’s debut as chair, after three weeks in post, was not an easy one.
CI GAM Economist Neil Shankar analyzes the June 17 Federal Reserve update, highlighting a new policy era under Chair Kevin Warsh, evolving guidance, and implications for interest rates and the broa...
Why margins, not rents, will decide outcomes.
AGF Investments’ David Stonehouse explains why artificial intelligence is driving up prices in the short term but may be disinflationary over time.
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