Market sentiment has generally improved following the recent US-China meeting in Geneva. Developments indicate a shift in the US’s stance, with signs of a move toward de-escalation. The previously...
The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the third month in a row, as US and European markets were still stumbling from the aftereffects of...
The abrupt swings in US policy combined with pressure on the Fed's independence have shaken investor trust in the dollar, which was still clearly evident in positioning. Despite a stronger-than-expected US...
In the first quarter of 2025, investors withdrew a record $8.6 billion from sustainable funds, signaling that the backlash against ESG (environmental, social, and governance) investing — once primarily a...
The MSCI Asia Pacific Ex-Japan Index (-0.7%) largely outperformed the MSCI World Index (-4.6%) as US geopolitics and tariff threats took a heavier toll on home turf than on its trade partners. India...
Markets were in deep blue territory due to concerns over reciprocal tariffs, but staged a sharp relief rally after President Trump announced a 90-day pause on steep tariff hikes. Global stocks rebounded...
The geopolitical landscape has shifted dramatically following the November 2024 US presidential election, which saw Donald Trump’s victory. Initially, his win boosted market sentiment, with investors...
Following the reelection of President Donald Trump, major financial institutions in the U.S. have started to reassess and alter their Diversity, Equity, and Inclusion (DEI) policies. JPMorgan Chase, the...
Both the MSCI Asia Pacific Ex-Japan Index (0.1%) and MSCI World Index (-0.8%) remained flat mom as global markets were largely mixed in February. Hong Kong (+13.4%) and China (+1.9%) enjoyed a huge rally...
