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Insights & News

Stay up to date with global markets, discover our latest thinking on key topics, themes and asset classes, plus recent fund news.

MFN - Mexican assets sell-off as Sheinbaum wins Presidency by large margin

MFN - Mexican assets sell-off as Sheinbaum wins Presidency by large margin

The results of the Mexican general election held on 2 June surprised markets as Claudia Sheinbaum, from incumbent party MORENA, was elected as the country’s first female president. Economist Joaquin Thul explains the three main challenges for Sheinbaum in the coming years.

  • 05 juin 2024
MFN - Is the gold price rally sustainable?

MFN - Is the gold price rally sustainable?

Gold prices recently reached a new all-time high. Many commentators have noted that purchases from central banks and Chinese investors have supported the uptrend. Senior Economist GianLuigi Mandruzzato looks at the drivers of the gold price and concludes that its recent surge may not be sustainable.

  • 05 juin 2024
What Lies Beyond The Benchmark?

What Lies Beyond The Benchmark?

When it comes to investing in U.S. equities, the conventional wisdom is clear. The U.S. equity market is efficient—especially among the larger companies in the universe. Therefore, one of the prudent ways to invest is to buy a benchmark-hugging passive index fund. Own shares in this index and ride the wave of the market as a whole. But is this really the case?

  • 31 mai 2024
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