Analysis

Equities | analysis 3 Feb 16

Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.

Equities | analysis 2 Feb 16

“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.

Fixed Income | analysis 29 Jan 16

Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory on Friday.

Macro Views | analysis 29 Jan 16

The curent period of volatility in global markets is due to a collision of game changing events for long term investors, argues Sandra Crowl, a member of the investment committee at Carmignac Gestion.

Commodities | analysis 27 Jan 16

Sometimes in global financial markets, change can be brutal as the market adjusts to a completely new reality. The second half of 2014 was one of these periods and witnessed the beginning of what would become one of the largest declines in global oil prices on record.