Author's articles
The Last Dovish Central Bank (Bank Of Japan) Finally Caved To Market Pressure
ECB President Christine Lagarde Affirmed That Rates Need To Go Significantly Higher
All EMs In Latin America Rose, Colombia Being The Top Performer In The Region
Energy transition has many faces. The biggest floating wind farm in the world produced its first power output. OpenAI generates images
Despite A Slowing Economy, Dividend Growth Remain Confident
Investors’ Conversion To The Climate Cause Offers Yet Another Reason For Hope
The Current Environment Presents A Compelling Opportunity To Consider Allocating To Real Estate Strategies
2022 Was One For The Record Books, Interest Rates Rose, Spreads Also Rose Across The Board
The Issues That The UK Economy Is Facing Are Real: Interest Rate Expectations Peaking, Inflation Falling, And A Manageable Trading Downturn
Communications Infrastructure Continues To Roll Out 5G And Develop 6G Technology
2023 Is Likely To Be A Challenging Year For European Commercial Property
Electric Vehicle (EV) Battery Demand Has Soared
China’s Huawei Technologies Faced US Sanctions For Allegedly Pirating US Intellectual Property
Corporates Are Already Feeling The Effects Of Significant Wage Increases, As Evidenced By The First Layoff Announcements From Various Technology Companies
Certain Companies And Industries Could Start To Feel Their Pricing Power Fade As Consumers Struggle With The Squeeze On Real Incomes
Experts Believe That Investors Still Receive More Than Compensation For The Risk Of Default
As Inflation Declines, Bond Returns Will Likely Recover, As Will The Potential Diversification Benefits Of Holding Bonds Alongside Stocks And Select Alternatives
Sentiment Will Be Guarded, And Investors Are Likely To Favor Companies With Strong Balance Sheets
2022 Was One Of Only Five Instances Since 1948 Where Both US Stocks And US Bonds Were Down Simultaneously In A Calendar Year
We believe we are early in the process of management teams and market participants revising down earnings expectations for 2023 to reflect the more challenging economic conditions - Franklin Templeton