As we focused last month’s update on our market views, and the world has not changed dramatically since then, we have taken the opportunity this time to examine the dollar’s role as a reserve currency. We also touch on the recent outperformance of private credit over private equity.
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Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....