Market Commentary

FTSE Russell
As COVID-19 shocks subside, valuations help to uncover potential resets in factor performance  Read more


FTSE Russell
While this year's jarring bond-market retreat shares similarities with the mid-2013 Taper Tantrum, there are also some notable differences worth...  Read more


FTSE Russell
The EPS upgrade cycle continues apace but a top-down revenue model suggests there may be more upside to consensus forecasts.   Read more


FTSE Russell
Keynes saw investing as beauty contest. What can this approach teach us gauging about inflation in the COVID-19 recovery?  Read more


FTSE Russell
The Russell 2000 has remained the risk-rally pacesetter this year, relatively unscathed by the recent pickup in market volatility.   Read more