Market Insights


How does China’s reopening affect your portfolio?

China’s reopening may just be the catalyst that is needed to stimulate global growth. What are the investment implications, and could there be some negative repercussions?


Could platinum shine again?

Platinum is seen as a symbol of prestige, rarity, and wealth. Yet, due to its industrial use, the metal is sensitive to investor demand and global growth. What is the outlook for Platinum?


Could travel stocks see a holiday boost?

With travel numbers having recovered from Covid-19, the travel industry could be set to benefit this year, particularly from people prioritising travelling and visiting family. With strong bookings, could travel ...

StocksMacroAsset Allocation

2022: A difficult year for ESG

ESG has attracted trillions of dollars in investments. But performances have not quite followed through this year amid the difficult market environment, energy sector outperformance, and tech underperformance. ...

MacroAsset Allocation

MonthlyFlow - Overview 2023

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Spotlight on consumers as we approach Black Friday

Inflation, rising interest rates, and falling stock prices have added pressure on the consumer. Could Black Friday sales offer investors clues about what to expect of the holiday shopping?

MacroAsset Allocation

MonthlyFlow - November 2022

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Pick your side: Bull or bear?

Stocks are on course for their worst year since 2008. And strategists have never been so divided in their forecasts for how stocks will perform for the remainder of the year. What are the bull and bear ...

MacroAsset Allocation

MonthlyFlow - October 2022

       Is a bottom near?: Markets continue to worry about overtightening and recession

BondsMacroAsset Allocation

How are central banks affecting your mortgage?

Wild currency moves and rapidly rising interest rates have added to the economic challenges consumers face. But how exactly do central banks affect your mortgage and what does the future hold? And as a homeowner, ...


What is a Fed pivot?

The US economy suffered two consecutive quarters of negative GDP growth. PMIs too are declining. Hence, it isn’t surprising to see some recessionary indicators worsening and some anticipate a Fed pivot. What is a Fed ...

MacroAsset Allocation

MonthlyFlow - September 2022

       There wasn’t going to be a pivot: The FED crushed any hope of a "dovish pivot", but this should not be a ...


12 hours ago

Bets on #oil fall to 7y low. $uso #trading #creditsuisse #recession

13 hours ago

Gold, gold miners, and dollar return to equilibrium $GLD $GDX $DXY

2 days ago

Bets on #gold jump amid #banking crisis! #creditsuisse #deutschebank #svb