News & Insights
Expert perspectives on markets, economies, and investment strategies from our research team.
EV Revolution
The most concerned sectors The sectors most concerned with Electric Vehicle (EV) technology are delivery and shipping services. These include
Commentary | December 2021
End of Year 2 And so ends year 2 of the Covid crisis. The last 12 months have seen new
‘Temporary Inflation’: Making head or tails of it
The Fed.’s Narrative The use of the term ‘temporary inflation’ put forward by the Federal Reserve (the Fed.) is an
‘Financial Oddity’ of Raising US Rates…
Introduction to Market noise Over the last few months, the financial market conversation has been around the reflation trade. This
Bailing out of the European Union’s ‘Bail-In’ Rules with the Implementation of Secondary NPL Market
Introduction It is not the first time the European Union’s (EU) ‘Bail-In’ rules have been modified to accommodate an unforeseen
Big US Banks
Introduction Some large US banks posted better-than-expected results in the third quarter of 2020. These figures were fueled by exceptional
The Corona Crisis and its Impact on Bond Markets
A brief analysis of recent events For several weeks now, world bond markets have been in turmoil. As economic activity
Is There a Possibility of a Melt-Up Scenario in American Asset Markets?
You can find this article on Funds Society Website. Introduction In an article published in March 2019, we described the