Kevin Warsh, who was sworn in as the Chairman of the Fed Reserve in May this year, describes AI as a “structurally disinflationary” force in the economy. He argues that AI will lead to an enormous productivity boom that will lower business costs and expand output, allowing the economy to grow faster without adding to…
For as long as people have traded in financial instruments, they have used a range of tools and mathematical models to forecast markets, assess risk and guide investment decisions. The goal has always been the same: to anticipate where markets might move, so that investors can maximise their returns by selling and buying assets at…
Many investors are starting to question whether passive index-tracking funds such as passive mutual funds and exchange-traded funds (ETFs) are distorting global equities’ markets. While we acknowledge that passive investing can introduce inefficiencies into the market over time, we believe that the concerns are overstated and that passive vehicles remain extremely efficient building blocks for…
Equities markets delivered positive returns for the third quarter of 2026, powering past a surging oil price, interest rate hikes from central banks around the world, and major sell-offs in global bond markets. A resilient US economy, robust second-quarter corporate earnings results, and continued faith in the AI theme were among the factors supporting markets…
