Policy

Gold prices might experience a correction or consolidation over the near term. However, cyclical and structural forces will ultimately cause the yellow metal to trend upwards.

European assets are selling off as investors panic about the upcoming French election. Is this panic justified, and if so, for how long?

In this insight, we update our thinking on the recent BoJ move in terms of positioning for the yen and JGB yields.

The new national unity government in South Africa creates a geopolitical opportunity that investors should not bet against in the short term. A broad-based rally is likely to unfold relative to other emerging markets. However, structural problems and distrust within the new coalition hold out significant risks over the long run.