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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...
[External Link] Kei Fujimoto, Senior Economist at Sumitomo Mitsui Trust Asset Management, shared his views on the outlook for the Japanese yen amid Middle East geopolitical tensions. He discussed t...
A big week for central banks. Will patience prevail?
Global manufacturing momentum contrasts with weakening services as central banks stay cautious, oil prices rise, and geopolitics add downside risks to growth.
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
Banks have pulled back on Fed and geopolitical uncertainty, but M&A potential and regional strength continue to support selective opportunities.
• The rebound in risk assets following tensions in the Middle East is more a case of technical repositioning, rather than an improvement in fundamentals. It illustrates a market reflex that has...
Global trade finance continues to be challenged by fragmented platforms, data silos, and paper heavy processes that limit visibility and slow decision making. This article explores how ecosystem co...
Explore how geopolitics drives financial markets and why investors can benefit from recognizing long-term secular shifts that could impact investment decisions.
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