The Market in Pictures, November 4

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: Bond markets get credit for being better forecasters than equity investors, but they’ve not...

Thoughts on Interest Rates

We’ve had a number of questions regarding peak interest rates. Interest rates have of course been a hot topic in 2022… the 4th worst year for government bonds since 1721 has led to an interesting backdrop of uncharted waters. Interest rates can be confusing, and we’ve...

The Market in Pictures, October 21

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: “Unprecedented” has been the word of the year in markets, pushing for another here as we reach 12...