EQUITIES
Spotlight on enzymes and microbes in decarbonisation
'Enzymes are critical for converting grains like corn into fuel-ethanol...
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate...
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious....
Key risks in a divergent equity market
The stock market outlook appears optimistic, fuelled by an ongoing economic...
Three ways to assess the current market
Disruption could extend the current bull market, with high-bandwidth memory...
Are metals necessary for the energy transition?
Transition metals are becoming increasingly important in portfolios because...
Opportunity in private credit: Is it worth the investment?
Investors continue to explore alternative credit as a way to potentially...
European high yield is not for passive investing
Passive European high-yield strategies may not be as cheap as they appear,...
UK Tech Giant Hiding in Plain Sight?
LSEG isn't immune from the various criticisms levelled at the UK's pedestrian...
Research: small-mid private equity has outperformed
Outperformance and greater resilience than large funds.
What's hot and what's not in emerging markets this year
Raheel Altaf is underweight ‘fashionable’ regions like India and Taiwan....
Could value stocks rebound this year?
Value stalwarts have mostly the broader market for years, but the right...
