The Fed commences its rate easing cycle with a 50-bps rate cut. This is broadly positive for risk assets but reinforces USD weakness.
Read moreThe “3i’s” investment theme underpins our bullish outlook for global risk assets, focusing on Industry 5.0, Innovation and Involution.
Read moreThe early August 2024 market decline has sparked a more balanced alignment between inflation and growth considerations for the Fed.
Read moreWe consider the triggers behind the early August 2024 selloff and examine whether these are sentiment-driven or fundamentally-led.
Read moreThe 3i’s shaping the forward narrative are Industry 5.0, Innovation, and Involution. Rising productivity and innovation are spurring gains but China continues to face structural headwinds.
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