INVESTMENT BANKING

HSBC is undertaking its largest investment banking retrenchment in decades, planning to exit its M&A and ECM operations in key Western markets. This restructuring focuses on shifting resources to Asia and the Middle East while consolidating debt capital markets and finance-led activities

This week, U.S. markets faced volatility amid earnings reports, Federal Reserve signals, and economic data releases. Investors analyze inflation trends and interest rate forecasts while navigating sector-specific shifts in technology, energy, and financial markets.

Despite historical outperformance over the long term, value stocks remain underweight in many portfolios. With markets favoring growth and technology stocks, are investors overlooking key opportunities in undervalued assets

Higher interest rates often trigger fears of a market downturn, but historical data suggests otherwise. While some sectors face challenges, others thrive in a high-rate environment. Investors should focus on strategic allocation rather than panic selling

This month’s Multi-Asset Income Fund Commentary explores key market drivers, interest rate movements, and sector performances. Investors should focus on diversification, yield opportunities, and risk management as markets adjust to evolving economic conditions

The Q1 2025 equity market outlook explores key factors shaping investor sentiment and market direction, including global economic trends, corporate earnings, and sector rotations. Understanding these factors will be crucial for positioning portfolios in the coming months

Economic resilience continues to support a robust cyclical rally, as key sectors benefit from sustained recovery. This outlook emphasizes growth in consumer demand, infrastructure, and industrials, driving cyclical stock performance

The Federal Reserve’s decision to hike interest rates has significant implications for investors across various asset classes. As interest rates rise, the cost of borrowing increases, which can affect everything from stock prices to real estate values and bond yields

The stock market’s movements have been closely tied to the latest economic data and Federal Reserve policy announcements. Investors are reacting to inflation readings, employment data, and the Fed’s stance on interest rates as they navigate uncertainty in a shifting economic landscape.

Biden's economic policies have significantly impacted corporate taxes and investment strategies in the U.S. His administration's proposed tax reforms and infrastructure plans are shaping business investment, with companies adjusting to new tax structures and the changing regulatory landscape.

The US Dollar’s fluctuations in value can have a significant impact on global trade and inflation. A stronger dollar can lower inflation by making imports cheaper, but it can also hurt US exports. Conversely, a weaker dollar can increase inflation but boost exports. This article explores these dynamics in the context of the global economy

The S&P 500 has hit a record high in 2025, signaling a strong performance in the stock market. This article explores the key factors driving the rally, including corporate earnings growth, economic recovery, and investor sentiment.

The Inflation Reduction Act (IRA) is reshaping the landscape of investments and financial policies, focusing on climate change, healthcare, and tax reform. This article explores how the IRA is influencing market trends and shaping the future of the economy

The tech sector continues to experience significant growth even in the face of rising inflation. This article explores how technology companies are adapting to economic challenges and driving innovation in an uncertain economic environment.