New The sunnier uplands of October

by Ben Laidler
We expect the markets fever to break in October as multiple macro 'wall of worry' pressures start to ease and seasonality turns positive.
Read more

New The boom in US cross-border listings

by Ben Laidler
There is a booming trend to IPO outside of your home market, focused on the US. But this can be a mixed blessing.
Read more

New What the bond ‘bear steepening’ tells us

by Ben Laidler
The US 10-year bond yield has risen above 4.5%, to its highest since 2007, and piled pressure on stocks.  
Read more

New The Fed ‘put’ is coming back

by Ben Laidler
The ability of central banks to respond to any sharp economic slowdown, and stock market weakness, by cutting interest rates is rising.
Read more
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New The sunnier uplands of October

by Ben Laidler
We expect the markets fever to break in October as multiple macro 'wall of worry' pressures start to ease and seasonality turns positive.
Read more

New The boom in US cross-border listings

by Ben Laidler
There is a booming trend to IPO outside of your home market, focused on the US. But this can be a mixed blessing.
Read more

New What the bond ‘bear steepening’ tells us

by Ben Laidler
The US 10-year bond yield has risen above 4.5%, to its highest since 2007, and piled pressure on stocks.  
Read more

New The Fed ‘put’ is coming back

by Ben Laidler
The ability of central banks to respond to any sharp economic slowdown, and stock market weakness, by cutting interest rates is rising.
Read more

New Analyst weekly: Exploring the generational divide

by Ben Laidler
Spending and company preferences differ widely across the generations. We look at the opportunities from Millennials to Gen Z.
Read more