Equities
US Equities: Earnings Resilience Holds the Bid
Breadth has improved beyond mega-cap tech. We are leaning into quality compounders and trimming high-multiple cyclicals where liquidity is thinning.
S&P 500
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Research Desk
Market Insights
Live research notes, macro perspectives and real-time indicator prints from the ALM investment desk.
Market Insights
Research notes from the desk - priced live.
Perspectives from our macro, credit and equity teams, paired with live indicator prints to inform positioning across every client mandate.
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FX / Macro
Naira: Stabilization Under Orthodox Policy
CBN's tightening cycle and the unified FX window continue to anchor the naira. Carry remains attractive into H2 as disinflation prints through.
USD/NGN
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Commodities
Brent: Supply Discipline vs. Demand Crosswinds
OPEC+ supply management is offsetting softer industrial demand. We stay selectively exposed via integrated majors with strong free-cash-flow yields.
Brent Crude
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Live indicators are sourced from public market feeds with a typical 15-minute delay and shown for information only - not investment advice. Past performance is not a guide to future results.