Comment & Analysis

5153 articles found

Commodities: a structural allocation for the next decade?

Are commodities staging a comeback? Commodities have come under greater scrutiny in recent months. Being one of the only winners in 2022, where most assets saw huge declines, investors have been asking if commodities should play a more strategic role in multi-asset portfolios.   The post-global financial crisis era saw an unprecedented period of loose […]

US’s ‘March’ bank crisis is likely to linger longer

Key takeaways US banks posted solid first-quarter earnings, but concerns over smaller lenders’ balance sheets persist Fed steps to stem contagion to the financial sector have helped; further actions may include higher deposit guarantees. However, tighter regulation is likely, and it will weigh on US banks’ profitability Tougher lending conditions are slowing economic activity. We […]
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