News and Analysis

Summary Retail voting power set to rise Its time for retail investors to have say as enter the peak annual general meeting (AGM) season. It decides everything from board...

SURPRISE: The UK and Europe’s largest stocks are on track to grow earnings 7% in Q1. This continued resilient performance is led by rebounding profit margins, the opposite of the...

VOTE: Turkey votes for a new President and parliament this Sunday, May 14. The Presidential winner needs 50% of the vote to avoid a May 28 run off. It’s likely the most important...

Insurance is a unique product. We pay for it, but we hope we never actually have to use it. Yet, homes do get burgled, cars do get dented, flights do get cancelled, and pets do...

SUPPORT: Markets are braced for a stall in US inflation declines, against a nervy backdrop of a banks scare and debt ceiling showdown. Historic inflation days have seen typical 2%...

Can the ‘Dencun’ upgrade help the blockchain level up? Crypto has been largely directionless over the last week, with most cryptoassets showing slight losses. This lackluster...

MIRACLE: Agricultural products are 30% of total commodity markets by trading activity and production volume. Soybeans and its oil and soybean meal by-products are the world’s 2nd...

Summary Short term growth pain for long term gain Stars aligning for long-awaited growth slowdown, and markets are not prepared. Three drivers are 1) now 5% Fed funds rate, 2)...

LUXURY: The sector is up 23% globally this year, neck and neck with semiconductors as the world's best performing industry. It has powered France and Italy to double digit market...

STEALTH: China’s economy is recovering, inflation is low, and stock market P/E valuations are near half of US averages. Yet China’s equity markets have not performed well this...