Near-term tailwinds could favor international markets
Uncertainty persists, but yield is back and fundamentals matter
Four key factors set to shape the outlook for digital advertising.
Headwinds diminishing and valuations now more attractive
Adjusting to an uncertain future
The succession of two major crises (the Covid-19 pandemic and then Russia's war against Ukraine) could lead to major and lasting changes to the world order. In today’s Focus, we review 10 potential macroeconomic and financial trends which could shape the next decade.
Russian shares to be removed from MSCI indices due to market accessibility issues.
Prospects for stocks look bright amid expected policy continuity
Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration
As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of recovery.