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Archive
Issue 72: 2Q26 Profits - First Cut
Further to run.
Issue 71: Issuance Surges
Asian corporates issue in local currency
Issue 70: US Consumers
US consumers
Issue 69: Nickel & Indonesia
Underweight Indonesia
Issue 68: Trump's Wars
Iran is a disaster
Issue 67: 2H 2026 Headwinds
The consumer is the biggest headwind.
Issue 66: Business Cycle Revisited
Holding up well
Issue 65: Europe's One Battle After Another
Europe's battles grow
Issue 64: China Stabilising But Delicate
China still fragile
Issue 63: Korea's Outperformance
Korea to outperform
Issue 62: An Uneasy Truce
Escalation is over, truce will hold
Issue 61: India - Precariously Balanced
Moving to neutral
Issue 60: No Traction
No structural impetus
Issue 59: Private Credit
No meltdown
Issue 58: Japan - Opportunity Amidst Uncertainty
Japan a buy opportunity
Issue 57: Iran
Iran outcome
Issue 56: Closing In On 2026
2026 Investment strategy
Issue 55: The Aftermath
Global trade
Issue 54: That Which Glitters
Gold to retreat in 2026
Issue 53: Fiscal Resilience
Underweight US & European sovereigns
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