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The forest and the trees

Weekly investor research

29 August 2017

Markets tend to focus on very immediate events and sometimes miss the big picture. The big picture is that the QE trades of the last few years – long Dollar, US stocks and European bonds and short EM – are reversing. Will the next few years in global financial markets offer a mirror image of the performance of the 2010-2015 period?

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US and EU coronavirus cases spike in contrast with trends in South America and Asia

Weekly investor research

26 October 2020

The second waves of coronavirus cases gathered strength in the US and Europe in contrast with lower case numbers in South America and Asia. The Polish current account balance improved to a record level....

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EM to contribute the largest share of global GDP growth in the next five years, according to the IMF

Weekly investor research

19 October 2020

The IMF reported that the largest share of global GDP growth over the next five years is expected to come from EM. Argentina marginally increased interest rates in a vague attempt to control USD purchases....

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