By many measures, markets have had a “roaring 20s” – with five years of strong performance for global equity market indices, technological breakthroughs, and stronger-than-expected US economic growth.

Three main components: steel, concrete and cooling equipment make up 70% of the total embodied carbon of the building. Datum Datacentres operates a network of environmentally efficient, carrier ...

Since the start of the 2020s, global equity markets are up by around 50%, US nominal GDP has increased by over 30%, and US corporate profits are up nearly 70%. All that despite unprecedented global ...

UK consumer and producer price inflation data for October leads today’s data calendar. The headline numbers will be distorted by the weirdness of UK energy pricing (despite large-scale renewable ...

The yield on 10-year US Treasuries has moderated in recent days, from an intraday peak of 4.5% to around 4.37% at the time of writing. However, this still marks a near 60-basis-point increase since ...

US equities last week gave up more than half of their gains following the US election, with the S&P 500 falling 2.1% on concerns that the Federal Reserve may pause its easing cycle in the year ahead.

The Red Thread, our flagship thought leadership and insights program to create connections and ideas that help investors make sense of the world. Never has this felt more important, with a macro and ...

The Red Thread is our flagship ideas and insights platform that connects the investment dots. We debate competing narratives and offer our inklings as to where markets may be headed. Join us for our ...

The second term of President Trump, along with the Republican Party's control of Congress, has led to a significant strengthening of the US dollar. The dollar index has climbed around 6% since the ...

In the past few days, the US economy has soared to new heights of economic prosperity—in the reported perception of Republican voters. Meanwhile, economic prosperity has all but disappeared—in the ...

Correlations between asset classes are not static. Michele Gambera, Fatomata Konteh; and Gianluca Oderda, analyze the relationship between various assets, particularly during times of elevated ...

Given his unique access to one the most impressive databases of asset class returns, we interviewed Paul Marsh about his views on diversification and asset correlation trends over time. Every year for ...