Economics and markets

Andrew Tang, Analyst, Equity Strategy, breaks down the importance of upgrading portfolio quality and identifying stocks with long-term growth potential.

In the ever-shifting landscape of global markets, sometimes looking back can help us move forward. You may recall a book with a similar title to this article. Here’s an analysis of how the principles of this book are currently being applied.

Investment Watch is a quarterly publication for insights in equity and economic strategy. US President Donald Trump’s “liberation day” tariffs have rattled global markets. Since the pronouncement, most global indices have been down by over 10%.

Michael addresses President Trump's decision to introduce reciprocal tariffs to address high foreign tariffs on U.S. goods. Learn how this policy aims to balance trade and reduce the U.S. budget deficit, impacting countries like China, the EU, Vietnam, and Australia.

Michael explores the implications for future generations and whether the government's economic strategies are sustainable.

The start of an easing cycle is upon us, but the path forward remains unclear, much like the post-pandemic economy.

Michael Knox discusses the challenges the Reserve Bank of Australia (RBA) faces in cutting rates. He explores a model of Australian short-term interest rates, and how its components interact.

Investment Watch is a flagship product that brings together our analysts' view of economic and investment strategy themes, sector outlooks and best stock ideas for our clients.

We've discussed the US budget deficit and its rising debt. Now, we’ll revisit the issue and explore how Elon Musk and Vivek Ramaswamy are tackling it with their Department of Government Efficiency (DOGE).