Is large-cap dominance going to persevere?
In recent years, acronyms such as FAANG and MAMAA and more recent references to the Magnificent 7 and Sensational 6 have taken headlines and monopolised investors' attention. However, investing is centuries old, and large-cap outperformance is not the norm. Dan Jelicic asks; is this large-cap dominance over smaller companies going to persevere?
JPY: a tug of war between BOJ and MOF
The Japanese Yen (JPY)'s weakness is worrying the Ministry of Finance (MOF), prompting it to ask the Bank of Japan (BOJ) to intervene. However, a stronger JPY impedes BOJ’s efforts to break from Japan’s disinflationary cycle. How might this play out?
A Cautionary Tale of Cocoa
Cocoa has been at the forefront of financial news lately, for perhaps all the wrong reasons. Toby Hayes explains how this little bean has a cautionary tale to tell: a warning shot against monopoly.
What is Banxico's next move?
Mexico is back in the spotlight for global macro investors, with an election in June, closely followed by the US election not long after. The country is poised to benefit from deglobalisation as the US seeks to untangle complicated supply chains and reduce reliance on China. Interest rates may have...
