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Frasers Centrepoint Trust

MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
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Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)

n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
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View from the boundary: India in focus

India is an attractive investment destination, in our view, heading into the second half of 2024 and beyond. Although Prime Minister Narendra Modi will
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Implications of Higher Tariffs for Euro Area and US Monetary Policy

Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.
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Downside Risk to Prices

We still forecast a $75-90 range for Brent given our base cases of trend-likegrowth in GDP and oil demand (under steady US policies), and OPEC+ market
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Earnings’ First Takes: Man Group | LBTYA

Man Group – PBT beat at 1H – Man Group reported 1H24 results with adj. PBT+13% ahead of consensus driven by beats in core management fee and
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Fed Chatterbox: July Edition (Rindels)

Since the FOMC’s June meeting, FOMC participants have highlighted the betterinflation readings in recent months following the firmer prints in the first quarter.
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Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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Mapletree Logistics Trust

UUnniiqquuee AAssiiaa PPaacciifificc llooggiissttiiccss ppllaayy. Mapletree Logistics Trust (MLT) invests in a diversified portfolio of logistics properties across the Asia Pacific region with
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The great unwind

Market HighlightsThe big moves in markets continued, with global equity markets selling off further, weak trends in industrial metals, together with the sharp strengthening in JPY against the Dollar. In Asia, all
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