Insights
Ideas. Markets.
Strategy.
Perspective.
SMAM Insights brings together our perspectives on global markets, strategic transformation, capital and the forces shaping businesses and investment.
From weekly market observations to strategic analysis and company news, we share the developments, ideas and structural trends that matter to entrepreneurs, investors and decision-makers.
Independent thinking for a complex world.
Selected Perspectives
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A growing body of independent thinking, organised for precise and efficient research.
Start the Week
Earnings Meet the Hurdle Rate
Equities remain close to record highs. But with US Treasury yields above 5%, persistent inflation and Q3 earnings season beginning, corporate profits…
Start the Week
The Fed Has More Time — Not More Certainty
Softer US employment data have reduced the urgency for another Federal Reserve hike. Yet oil above USD 100, persistent inflation and sovereign…
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Energy Has Rewritten the Rate Path
Energy is reshaping inflation, sovereign yields and portfolio construction as central banks resume tightening and investors confront a structurally higher cost of…
Start the Week
Higher Oil, Higher Yields, Higher Volatility: A Critical Week for Global Markets
A decisive week for global markets as higher oil prices, rising sovereign yields and diverging central-bank policy reshape risk, valuation and portfolio…
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