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Latest Stories

Global Equities Outlook For 2019

Jacob Mitchell of Antipodes Partners looks ahead to 2019 in the context of tariffs and the risk of the Fed getting it wrong.

Nov 13 2018

As Wall Street tumbles, Mark Tinker of AXA Investment Managers questions whether the US really is winning the trade war.

Oct 30 2018


Mark Tinker of AXA IM discusses the numerous headwinds currently buffeting equity markets and a US-China economic Cold War that could be a feature for the foreseeable future.

Oct 23 2018

Is The Fed Ahead Of The Curve?

Kathleen Brooks of Capital Index discusses why the Fed may be forced to back down from its anticipated rate hike schedule.

Oct 16 2018


Previous Stories

Whereto For US Bond Rates?

Oct 12 2018

Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.


Why US Indices Could Be At Their Peak

Sep 28 2018

Kathleen Brooks of Capital Index notes the Fed’s latest US GDP growth projections imply a slowdown in the December quarter, which typically is reflected in the S&P500.


No Big Nasdaq Nasties For Now

Sep 18 2018

Ken Odeluga of Capital Index suggests the Nasdaq is showing little sign of ending its decade-long uptrend.


A Big Night In Forex Markets

Sep 14 2018

Kathleen Brooks of Capital Index notes a central bank deluge and weak US economic data have set fire under forex markets from the UK to Europe and on to Turkey.


Global Implications Of Tighter US Monetary Conditions

Sep 07 2018

AXA Investment Managers’ Mark Tinker explains why trade war tensions alone do not explain current issues facing emerging markets, with a word or two about Australia.


The Road To War Part 2: China’s Kryptonite

Aug 06 2018

Ahead of the Herd’s Rick Mills explains why China’s push to become a world power is beset with limitations.


The Road To War: China vs US

Jul 26 2018

Ahead of the Herd’s Rick Mills addresses the question: Are the US and China headed for war, economic or otherwise?


Currency War

Jul 24 2018

Kathleen Brooks of Capital Index discusses the implications of possible Bank of Japan tightening and further yuan weakness.


Last Hurrah For Wall Street?

Jul 20 2018

Kathleen Brooks of Capital Index notes concentration of leadership suggests the US rally is late-cycle, but is that the case?


Headwinds To Bite For US Housing

Jun 01 2018

The US housing market is still growing a-pace but that pace has begun to ease and rising costs are pointing to elevated risks in the medium term.



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