Market take

89 Episodes

1. Sticking with U.S. tech surge

   Published: 24/06/2024
2. Consensus forms at Outlook Forum

   Published: 17/06/2024
3. What we’re watching in 2024 elections

   Published: 10/06/2024
4. Not your typical rate cutting cycle

   Published: 3/06/2024
5. Mega forces: infrastructure required

   Published: 28/05/2024
6. Staying dynamic in our strategic views

   Published: 20/05/2024
7. Weak yen unlikely to end Japan’s rally

   Published: 13/05/2024
8. Looking through the Fed’s signals

   Published: 6/05/2024
9. Mega forces: why they matter now

   Published: 29/04/2024
10. Higher bar for U.S. earnings to deliver

    Published: 22/04/2024
11. Earnings growth not just about tech

    Published: 15/04/2024
12. Playing demographic divergence now

    Published: 8/04/2024
13. Staying nimble while seeking income

    Published: 1/04/2024
14. Why we stay risk-on in the short term

    Published: 25/03/2024
15. U.S. & Japan: a tale of two overweights

    Published: 18/03/2024
16. Low-carbon transition themes in 2024

    Published: 11/03/2024
17. Taking selective risk in credit

    Published: 4/03/2024
18. Japan stocks: high can go higher

    Published: 26/02/2024
19. Strategic reasons to get active

    Published: 20/02/2024
20. Staying selective in emerging markets

    Published: 12/02/2024