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Insights By Joshua Riefler
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Article
11 min
The rally and the reality
Can the markets remain resilient in the face of geopolitical disruption and inflation worries? We offer our views on the macro environment, AI-driven earnings, and the implications for equities, bonds, and commodities.
11 min
Article
2027-07-30
Article
3 min
Chart in Focus: Gold and oil, beyond the basket
Our experts explore how investors can rethink diversification, inflation hedging, and portfolio roles beyond a single commodities trade.
3 min
Article
2027-05-31
Infographic
2 min
Chart in Focus: how is equity market leadership changing?
Equity market leadership is changing in 2026 as sector rotation broadens beyond technology and communication services. This insights piece looks at how the Iran conflict, energy prices, market breadth and earnings resilience are shaping the global equity outlook. It also covers which sectors are leading, where risks are building and what to watch next in global stock markets.
2 min
Infographic
2027-03-31
Article
3 min
Chart in Focus: Diversifying for different macro regimes
Against the backdrop of heightened geopolitical uncertainty, our experts Alex King and Joshua Riefler explore how to optimise diversification across different macro regimes.
3 min
Article
2027-03-27
Article
2 min
Chart in focus: Rethinking the bond mix
Alex King and Josh Riefler explore the evolving role of global government bonds in portfolios against a backdrop of tight spreads.
2 min
Article
2027-03-31
Article
3 min
Chart in Focus: Is AI a bubble, or is it driving real market value?
AI isn't just about the hype. Our experts explain why this innovation is driving real market value and lay out the investment implications.
3 min
Article
2026-12-31
Infographic
2 min
Chart in Focus: Is the Fed rate cut positive for risk?
In this edition of Chart in Focus, we examine how the Fed’s long-awaited interest rate cut may influence risk assets.
2 min
Infographic
2026-10-30
Infographic
2 min
Chart in Focus: What do higher long-end yields mean?
Long-end yields have climbed on concerns over structural growth and fiscal expansion. In this edition of Chart in Focus, we explore how shifting yield curves are reshaping opportunities across asset classes.
2 min
Infographic
2026-09-30
Infographic
2 min
Chart in Focus: Fed rate cuts resume — What’s next for investors?
In this edition of Chart in Focus, we explore the Fed’s return to rate cuts after a strategic pause. We examine how this move, alongside diverging central banks paths, could shape the outlook for risk assets.
2 min
Infographic
2026-09-30
Article
2 min
Chart in Focus: Are today’s equity returns too high?
In this edition of Chart in Focus, we examine the strength of markets so far this year, placing it in historical context.
2 min
Article
2026-09-30
Article
2 min
Chart in Focus: Where are rates headed?
In this edition of Chart in Focus, we take a look at where rates have been headed and potential implications moving forward.
2 min
Article
2026-09-29
Article
2 min
Chart in Focus: Earnings upgrades fueled the recent US equity market rally
Where are earnings heading? In this edition of Chart in Focus, we address the recent uptick in earnings expectations and its potential impact on equity returns.
2 min
Article
2026-08-31
Infographic
2 min
Chart in Focus: Are higher valuations justified?
Since Liberation Day, a clearer picture on tariffs has begun to emerge and markets have rallied in response. In this edition of Chart in Focus, we revisit cross-asset valuations and examine if the higher valuations are justified.
2 min
Infographic
2026-08-31
Article
2 min
Chart in focus: What does a weak US dollar mean for global investors?
In this Chart in Focus, we illustrate how the power of the US dollar in 2025 stacks up against the past fifty-plus years. Learn what we're watching and understand the global investment implications of a weaker USD.
2 min
Article
2026-09-30
Infographic
2 min
Chart in Focus: Is growth investing still dominating?
Growth isn't global? In this edition of Chart in Focus, we compare the performance of value vs. growth stocks globally, highlighting the contrast by region, and in turn explore the implications for style investing.
2 min
Infographic
2026-07-31
Article
5 min
Agile approach important amid market desynchronization
Global markets are desynchronizing, with macro volatility and intervention from governments leading to diverging economic outcomes. Increased dispersion may facilitate more frequent rotation on market leaders, as these charts from Alex King and Joshua Riefler help illustrate.
5 min
Article
2026-07-31
Infographic
2 min
Chart in Focus: Did you miss out on the market bounce back in April?
Did you miss out on the market bounce back in April? In this edition of Chart in Focus, we look at market turnaround following the Liberation Day correction, highlighting the consequences of not having stayed invested.
2 min
Infographic
2026-06-30
Article
6 min
Chart in Focus: Patience is power — stay invested through volatility
What does a higher VIX mean? In this edition of Chart in Focus, we explore the historic performance of the global equity market after large bouts of volatility, and the investment implications for equity and fixed income investors amid the US tariff turmoil.
6 min
Article
2026-04-30
Infographic
4 min
Chart in Focus: how sustainable is Europe’s rally?
Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.
4 min
Infographic
2026-03-31
Infographic
3 min
Chart in Focus: Can quality hedge against inflation?
Can Quality hedge against inflation？ In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.
3 min
Infographic
2026-02-28
Infographic
3 min
Chart in Focus: Is the “Trump trade” real?
Is this "Trump trade" real？In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.
3 min
Infographic
2025-11-29
Infographic
3 min
Chart in Focus: What does the rate cut mean for equities and bonds?
Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.
3 min
Infographic
2025-09-30
URL References
Related Insights
Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors