Views From the Floor

The relationship between halvings and bitcoin's price has been positive historically – but it’s more complex than that.

The market is often poor at sufficiently derating businesses as they begin to over-earn and rerating them as they go through a period of under-earning, creating alpha opportunities.

The critical role of copper in powering AI and enabling net-zero targets brings a looming supply issue into sharp focus.

While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would do well to realise how early we are in the AI monetisation cycle.

Several pockets of the UK equity market have already experienced recession.

Our machine learning tool navigates current market trends by looking at drivers of previous market returns. It signals that it’s risk-on and to ride the momentum. Equally, while institutional investors chase growth, the smart money seeks diversification.

Is the Nikkei’s new record just part of a tech-driven bubble or is Japan finally on the way to a robust and broad-based recovery? The next clue may be in the Topix!

What could spoil the big tech party? Also, why investors remain vigilant after yet another Turkey central bank head quits.

Why today’s economic backdrop favours active management.

In a predominantly overpriced High Yield market, sectors exhibiting high dispersion, like real estate, provide profitable hunting grounds for active strategies.

Having reached an inflection point in the rates cycle, investors may be wondering what to expect from trend-following strategies.

A warning sign or an indication of good things to come?