Sep 06, 2024

What to Watch 06 September 2024

ECB rate cut round two, Chinese equities feeling the heat and cooling commodity prices
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Sep 04, 2024

Sector Atlas 2024: the outpriced, the outcasts and the outliers

Heavy political agenda to test global economic resilience once more.
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Aug 02, 2024

What to Watch 02 August 2024

Eurozone GDP, light at the end of the tunnel for European real estate and an earnings season of what ifs
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Jul 30, 2024

Sustainable ocean

Climate change poses significant risks to our planet, and the ocean is no exception.
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Jul 25, 2024

What to watch 25 July 2024

Fed preview, EM currency outlook and Vietnam eyes the “market economy” prize
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Jul 23, 2024

Metals & mining: Do we live in a material world?

Though demand for metals is skyrocketing, uncertainty, price volatility and CAPEX needs make companies very cautious.
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Jul 19, 2024

What to watch 18 July 2024

Business insolvencies up again, markets pricing in a Trump win but forgot inflation and shipping costs soaring ahead of trade frictions
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Jul 16, 2024

GenAI in the insurance industry: Divine coincidence for human capital

Fears of AI causing a massive labor dislocation in the insurance industry are overblown.
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Jul 12, 2024

What to watch 12 July 2024

China’s Third Plenum, Germany’s penny-pinching budget, what happens next in France and ECB preview
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Result Count1921