Turning Volatility into Value
23rd October 2024
As of October 2024, the bond market continues to experience heightened volatility and fluctuating yields, especially in short-term bonds like the 2-year U.S. Treasury. The 2-year bond recently…
Investment Update | October 2024
17th October 2024
Doves Fly and Dragons Roar as Markets Roll On This update covers the period up to October 15th 2024. As usual, we have taken the basic asset class…
Market Update | China Special (part 3)
14th October 2024
The Fiscal Stimulus Saga On Saturday (October 12, 2024) we had another set of announcements from the Chinese authorities as China’s finance ministry unveiled a fiscal stimulus package…
Market Update | China Special Q&A
1st October 2024
Following our update on China last week, further and significant extra stimulus measures have been announced. Therefore, with all these changes, we thought we should give a second…
Laying the Foundation: Property’s Resurgence
25th September 2024
Since mid-July this year, the property sector has experienced one of its strongest recoveries since the pandemic, delivering a notable upswing just as global equity markets faced a…
Market Update | China Special
24th September 2024
Last night, we witnessed the latest attempt to spark positivity in Chinese assets and reignite market confidence. The head of the Bank of China cut the reserve requirement…
