Thought Series
2026: Q1 Macro
Q1 2025 saw sharp divergence in global equities. US markets faltered due to trade tensions, inflation worries, and tech sector shifts, posting their worst quarter in three years as investors favored traditional sectors. Conversely, European and UK equities thrived, supported...
2025: Q4 Macro
Q1 2025 saw sharp divergence in global equities. US markets faltered due to trade tensions, inflation worries, and tech sector shifts, posting their worst quarter in three years as investors favored traditional sectors. Conversely, European and UK equities thrived, supported...
2025: Q3 Macro
Q1 2025 saw sharp divergence in global equities. US markets faltered due to trade tensions, inflation worries, and tech sector shifts, posting their worst quarter in three years as investors favored traditional sectors. Conversely, European and UK equities thrived, supported...
2025: Q2 Macro
Q1 2025 saw sharp divergence in global equities. US markets faltered due to trade tensions, inflation worries, and tech sector shifts, posting their worst quarter in three years as investors favored traditional sectors. Conversely, European and UK equities thrived, supported...
2025: Q1 Macro
Q1 2025 saw sharp divergence in global equities. US markets faltered due to trade tensions, inflation worries, and tech sector shifts, posting their worst quarter in three years as investors favored traditional sectors. Conversely, European and UK equities thrived, supported...
2024: Q4 Macro
Global equities rallied in Q3 buoyed by central bank rate cuts and easing inflationary pressures. Key drivers were interest rate reductions by key central banks including the US Federal Reserve and the European Central Bank, stronger-than-anticipated US economic indicators and...
2024: Q3 Macro
Global equities rallied in Q3 buoyed by central bank rate cuts and easing inflationary pressures. Key drivers were interest rate reductions by key central banks including the US Federal Reserve and the European Central Bank, stronger-than-anticipated US economic indicators and...
2024: Second
Global equities remained strong in the second quarter of 2024 driven by the enthusiasm around AI, strong earnings and upward analyst revisions.
2024: First Quarter
Global equities posted strong gains in the first quarter of 2024, bolstered by the resilience of the US economy and continued excitement surrounding Artificial Intelligence