Indian equities have started off the year weak compared to global equities. Liqian Ren and Aneeka Gupta take a closer look at Indian equities and the drivers behind their performance.
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Gold miners have been a relatively disappointing investment over the last two decades, but the rise in gold prices is improving the outlook for gold miners’ profitability. Aneeka Gupta & Jeremy Schwartz discuss the potential longevity of the current rally for gold miners.
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Overall, 2022 was a tough year for equities, with value stocks being relative outperformers compared to growth stocks. Aneeka Gupta discusses value stock performance and some questions that remain on investors’ minds as we transition into 2023.
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In our view, the global economy is projected to avoid a deep downturn; however, we expect to see a series of individual country recessions take shape at different points in time. Aneeka Gupta outlines the likely recessions coming to the markets both in the U.S. and abroad.
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This week’s inflation report confirmed one thing: U.S. inflation is now pervasive. Aneeka Gupta, Piergiacomo Braganti, and Christopher Gannatti discuss what we might expect from the Fed.
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Europe is racing to shield its economy in the energy crisis. Aneeka Gupta explains the new energy policy and highlights a potential opportunity in energy stocks.
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