Emerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but that was about...

Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...

The Fed's plan to normalize its balance sheet will begin to be put in place from next month. This is passive QT or Quantitative...

In this edition of ChartCritic we look at a chart from the latest BofA Merrill Lynch Global Fund Manager Survey. The chart shows the...

Emerging market bonds have come under pressure along with the rest of the bond market as a sort of Taper 2.0 has hit the market [ECB...

The latest State Street Investor Confidence Index [SSICI] readings show a relative ambivalence among global institutional investors. As...

If the amount of AUM in yield and income related ETFs is anything to go by, it would seem that the search for yield is alive and well. ...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...