Gold Demand Trends: Q2 2026 (World Gold Council)
H1 total demand volume slightly firmer, while value rockets.
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German Reforms: What Do They Mean for European Equities? (Amundi)
The reform plus fiscal package is genuinely large and potentially a regime change, but not yet an unqualified “buy…
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WMR Intraday Spot Rate benchmarks - Intraday liquidity in APAC currencies (FTSE Russell)
The research empirically assesses currency-by-currency liquidity during WMR benchmark windows, on input trading…
Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | Ep 224 (Mawer IM)
Memory has been one of the strongest corners of the semiconductor industry, and strong returns invite hard…
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CIO reading list, July 2026: The big forces shaping allocations today
In this edition of the CIO Reading List...
