A review of the rebound in growth and technology stocks in early 2023, following the significant market adjustments of 2022, and the factors influencing changing…
An examination of equity valuations in the context of inflation, interest rates, corporate earnings, geopolitical developments and changing economic conditions.
A review of the market environment in late 2022, focusing on inflation, monetary policy, economic uncertainty and the factors influencing equity-market expectations.
An examination of the economic and market conditions surrounding the 2022 bear market, including inflation, monetary tightening and the potential factors influencing a change in…
A discussion of the Federal Reserve’s response to inflation and the potential short- and medium-term implications of tighter monetary policy for economic growth and financial…
A discussion of the Federal Reserve’s response to inflation and the potential short- and medium-term implications of tighter monetary policy for economic growth and financial…
An examination of persistent inflation, supply-side pressures and monetary-policy expectations, and how these factors were influencing financial markets in 2022.
A review of economic and market developments in the summer of 2021, including the evolving pandemic, economic activity and the principal risks affecting the outlook.
An examination of the relationship between interest rates, corporate earnings and equity valuations, with particular attention to the sensitivity of growth stocks to changes in…
A retrospective on an exceptional year for the global economy and financial markets, examining the pandemic shock, market volatility and some of the investment lessons…
An examination of the economic and financial-market effects of the COVID-19 pandemic and the extraordinary uncertainty faced by investors during 2020.
A review of financial-market conditions in mid-2020 as economies began reopening, with attention to pandemic developments, economic expectations and market sentiment.
A review of market and economic conditions during the early stages of the COVID-19 crisis, including the factors influencing investor expectations and financial-market developments.
A review of the principal economic and financial-market developments of 2019 and the factors that influenced asset prices during the year.
An assessment of the economic and market environment at the end of 2019, considering the developments and uncertainties influencing the investment outlook.
A review of financial-market conditions during the third quarter of 2019 and the economic, monetary and geopolitical factors influencing investor sentiment.
A discussion of market sentiment, valuation and investor behaviour, examining how periods of optimism and pessimism can influence financial-market decisions.
