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Decades of efficiency and electrification have defanged a once-feared macro risk — even as Middle East tensions keep markets jumpy.
By: Michael Lewis, Ian Bigelow
Time to Turn Back?: Return to Growth or seek US equity alternatives?
Market impact likely hinges on the scale of oil-supply disruption
By: Ivy-sw Ng, Christy Lam
Charging Ahead: Electrification in Asia
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: Navigating mega-forces
The Australian dollar currently has a wide range of monetary, economic and political factors on its side
Positioning portfolios for the next phase of market dispersion.
Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.
A physically tight market is keeping prices close to their record highs.
By: Michael Lewis
Years of overly loose fiscal policy have sent Japanese bond yields soaring. Increased volatility is here to stay.
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is when the effective interest rate surpasses growth
By: Hansjoerg Pack
