Mounting geopolitical challenges, the rapid deglobalisation of the economy, and the emerging use of technology in defence and national security apparatus are driving a widespread uptick in military and defence…
24 September 2024
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323 articles
The jumbo Fed cut We noted in our post last week that markets were heavily pricing in a 0.25% cut to the US Fed funds rate at their meeting this…
20 September 2024
India is undergoing a tremendous shift toward a digital world. Thanks to a government that chose to embrace and invest in a futurised world, the country’s digital public infrastructure, and…
18 September 2024
In the months preceding Russia’s invasion of Ukraine, the Financial Times highlighted a trend where the rise of ESG (Environmental, Social, and Governance) investing exerted pressure on European defence stocks.…
18 September 2024
US presidential debate Kamala Harris improved her odds of winning the presidential election after the debate with former president Donald Trump on Wednesday evening. While the exact odds of each…
12 September 2024
Marketing Communication Finding income to complement a portfolio and risk profile can – at times – prove to be a difficult task. Options‑based strategies may help to generate income, manage…
12 September 2024
S&P 500 trading higher than all year‑end price targets Bloomberg’s crystal ball does often miss a beat when it comes to consensus forecasts. 2024 is looking to be no different…
6 September 2024
Welcome to the latest edition of our monthly market roundups. Despite the volatility which roiled markets at the start of the month with the unwinding of the carry trade, the…
5 September 2024
NVIDIA’s record earnings – still not enough The AI giant NVIDIA reported earnings on Wednesday night, and despite a set of excellent results, the stock still fell 8% after hours.…
30 August 2024