Macro

After gains in the first half of 2023, the third quarter saw both equities and bonds posting a negative return.

A quarter which started with US debt ceiling concerns has witnessed the US Congress approve legislation that..

Starting with the US: The Fed’s double‐edged sword (Interest rate) Over the past year, the Fed has raised the benchmark rate 9

We end 2022 as a year where the value of all asset classes: equities, debt, real estate, crypto etc. have witnessed major…

After a July rally which was largely driven by resilient corporate earnings, the rest of the quarter was gloomy with

While the first quarter of 2022 was characterised by uncertainty, the second quarter saw a lot of the concerns fructify.

The first quarter of 2022 has been perhaps one of the most uncertain quarters in the last decade driven by

While the last quarter of 2021 witnessed a new, and  subsequently raging Omicron variant, the biggest threat to the global

What a volatile year this is turning out to be. Investors across the major financial asset classes: fixed income, equities

The second quarter has been an extraordinary quarter for global equities – fuelled by low interest rates and continued quantitative