by Foresight Analytics | Sep 25, 2023 | Blogs, Market Insights
Overview The decline in inflation at record low unemployment rates is welcome news, but there is uncertainty about how much further it will fall. This will keep rates higher for longer and ensure full pass-through of the work done thus far. A US recession is only...
by Foresight Analytics | Sep 25, 2023 | Reports, Blogs, Market Insights
Overview Thematic investing has generated significant interest across the investment community in recent years. In tandem, thematic index investing is increasingly making headlines as investors seek passive options that offer the same exposure as an active thematic...
by Foresight Analytics | Aug 23, 2023 | Blogs, Market Insights, Reports
Overview Unlike equities, ETF trading is heavily influenced by institutional brokers/investors referred to as authorised participants (APs) or market makers. Though these two terms are sometimes used interchangeably, they have distinct functions. APs manage the...
by Foresight Analytics | Jul 7, 2023 | Blogs, Market Insights
Short Term Resilience Insufficient to Change Base Case Key Points Better-than-expected economic data over the past few months does not mean a recession is not around the corner. The market has latched onto more resilient economic data, particularly in the US...
by Foresight Analytics | Jun 8, 2023 | Blogs, Market Insights
Foresight Cyclical Asset Allocation View Key Points ➢ A global recession remains our base case. Gradually tightening financial conditionsare grinding the global economy into a recession. The speed of the slowdown could wellbe frustrating for those...
by Foresight Analytics | Mar 17, 2023 | Case study, Blogs, Market Insights
Key Points The recent collapse of 3 regional US banks is a timely reminder of the impact of tighter monetary policy on liquidity. These banks carried idiosyncratic risks and leveraged into either speculative venture capital or high-risk lending. At this stage, there...
