By Peter Garnry, Head of Equity Strategy at Saxo Concentration and valuation risks are coming back into US equities as May 2023 is ending today. The rally this year has been predominately driven by technology stocks and especially recently...

The headwinds that plagued emerging market debt (EMD) for most of 2021 and 2022 have broadly become tailwinds— thanks primarily to swift central bank action that has allowed emerging markets to reach peak inflation and begin leveling off rates fas...

By Peter Garnry, Head of Equity Strategy at Saxo Most of the equity market strength the past week has come from AI related stocks while the majority of growth equity themes are actually down highlighting the shallow equity market. The key ...

Where the government goes, companies follow. So goes conventional wisdom on doing business in China. But when it comes to improving ESG, that assumption may be due for an update. This week’s Chart Room shows that investors and consumers are havi...

By Ole ​ Hansen, ​ Head of Commodity Strategy The commodity sector started the first week of June with pockets of strength emerging following a troubled May where all sectors recorded losses, led by weakness across industrial metals and the ...

By François Rimeu, Senior Strategist, La Française AM The German economy officially entered a technical recession during the winter, with the revised Q1 GDP showing a contraction of -0.3% quarter-on-quarter. This decline can be attributed to ...