Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Latest Insights

Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 | Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Feb 15, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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Paul R. Meyer

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