TEAM Talk
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Markets Shy Away From Hawkish Fed
Investors took heed of the long-standing mantra “don’t fight the Fed” last week and sold down stocks...
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Where to now?
Nobody knows the repercussions of the economic actions taken against Russia.
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“Is the Globalisation Trend Waning?”
When MSCI started calculating indices in 1970, the global equity universe consisted of just 16 devel...
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Company Earnings Offset Inflation Angst
The recent sell-off in global stocks slowed last week as a mostly positive start to the quarterly co...
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Inflation Warnings Hit Stocks
Global stocks started the new quarter on the back foot as central banks turned markedly more hawkish...
Investment Insights Investment Strategy Notes from the Kitchen
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Tesla Zooms Ahead
Global stocks edged higher in a relatively quiet week to close out their worst quarter since the cor...
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Bouncebackability
The term ‘bouncebackability’ is credited to former Crystal Palace football manager Iain Dowie and de...
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Stocks Fall and Oil Prices Soar
Global stock markets fell as the conflict in Ukraine intensified and investors took shelter in safe-...
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War in Ukraine Hits Global Markets
Russia’s full-scale invasion of Ukraine shocked the world and triggered widespread volatility in glo...
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Investors Park the Bus
Jose Mourinho has gained a reputation for “parking the bus” at times, setting up his teams to defend...