Jack McIntyre
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Six positive catalysts that could surprise investors

Over the last year, 10-year German Bund yields have gradually declined. Investor sentiment deteriorated over the course of this period as the US-China trade dispute dragged on, taking global growth down with it. Policymakers failed to adequately address the consequences…

Will business and consumer confidence converge?

Global consumer and business confidence have diverged, a trend that started in 2018. It is otherwise pretty rare, only occurring two other times over the last 30-plus years. These two sentiment factors previously diverged in the periods after the East…

When elephants fight the mice get squashed

The topic of US-China trade tensions has been at the forefront of almost every conversation I’ve had over the last two weeks with clients in Australia and New Zealand. It makes sense. That part of the world is on the…