European equities lag US equities more than ever
Missing out on mid-term magic: the pitfall of short-term bonds
Rising VIX ahead of the US election is consistent with historical patterns
Horizon Handout November 2024
Counter-cyclical and balanced positioning preferred
Positive start to the Q3 reporting season in the US
Chinese ‘Whatever it takes’ moment? Rally in Chinese equities
Horizon Handout October 2024
Changing market environment requires new ways to diversify
Stocks celebrate big interest rate cut, but ignore the Fed's outlook
