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2024年5月16日 · An inversion of the 10-year vs. two-year yield curve in 2022 led virtually the whole financial market analyst community to forecast a recession and go underweight global equities last year, only for the market to rally on the back of the stellar gains in the ‘Magnificent 7’. And, of course, we are still waiting for that recession.
2024年5月3日 · The global energy equities sector offers some interesting opportunities for investors. The sector, which mainly comprises oil and gas producers, refiners and related services companies, has done well this year, rising over 10% as of end-April and comfortably outperforming global equities. We believe this momentum can continue, particularly in ...
