Market take

89 Episodes

1. Getting active to identify AI winners

   Published: 25/11/2024
2. High-for-longer shapes strategic view

   Published: 18/11/2024
3. Zeroing in on secular forces, not cycles

   Published: 11/11/2024
4. Structural forces playing out now

   Published: 4/11/2024
5. Seizing on fixed income swings

   Published: 28/10/2024
6. U.S. earnings strength stands out

   Published: 21/10/2024
7. Our conviction in global stocks

   Published: 14/10/2024
8. Our anchor in choppy markets

   Published: 7/10/2024
9. Real estate looks brighter after rate hit

   Published: 30/09/2024
10. Policy focus sharpens in U.S. election

    Published: 23/09/2024
11. Starting the tight policy unwind

    Published: 16/09/2024
12. Why U.S. equity gains can broaden

    Published: 9/09/2024
13. Patience needed in the AI buildout

    Published: 3/09/2024
14. Sticking with risk through turbulence

    Published: 12/08/2024
15. Rate cuts don't dull allure of income

    Published: 5/08/2024
16. Steering through market air pockets

    Published: 29/07/2024
17. Tech still likely to deliver on earnings

    Published: 22/07/2024
18. Waves of transformation

    Published: 15/07/2024
19. Taking a page out of the EM playbook

    Published: 8/07/2024
20. Leaning into income in fixed income

    Published: 1/07/2024