05/20/2022

Positive earnings surprises but softer guidance

Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarter

05/19/2022

Market Insight

Declining US housing starts, surging UK inflation

05/19/2022

Zombie financing

Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.

05/19/2022

The end of free money

The financial world is in the midst of a painful and unfamiliar transition.

05/17/2022

Quant chart: Value accelerates to strongest start in decades

Indeed, value stocks have significantly outperformed their growth peers year to date, supported by wide valuation spreads, heightening growth concerns for firms with lofty valuations,1 and the tailwind provided by the narrative around value and interest r

05/13/2022

Inflationary Concerns

In the meanwhile, oil prices continue to be a pain point for many countries.