AI drives fundamental not artificial growth in markets
Jun 16, 2026
Global equity markets maintained their strong momentum in May, recovering from March lows.
First Republic – Another Banking Collapse. Should we be worried?
May 17, 2023
The recent collapse of First Republic, the second-largest bank failure in US history following the 2008 demise of Washington Mutual, has sent tremors through the financial sector.
Understanding the current state of the World Economy and Markets
Apr 21, 2023
Understanding the Current State of the World Economy and Markets
Inflation, Growth, Equities, and Fixed Income
As the first quarter (Q1) of 2023 has now drawn to a close, we look back on how events in global markets have influenced the current state of the economy.
In 2022 rising inflation and interest rates were bad for government bonds and equities. In 2023 inflation will come down and interest rates should peak - will it be a better year for markets?