Monthly Market Viewpoint – Delayed...
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24
Central banks
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White paper
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Article
Weekly Market Update – A...
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now,…
07/05/24
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Graph
Graph of the Week –...
“In recent months, there has been a lack of further progress toward the 2% inflation objective”. This additional sentence in…
02/05/24
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Article
Weekly Market Update – One...
Equities managed to regain ground last week thanks to solid results from large US tech companies. Stabilising bond yields, particularly…
29/04/24
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Article
Weekly Market Update – Could...
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24
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Video
Asset Allocation Video – Goldilocks...
Markets have experienced another big swing in sentiment, shifting towards a more reasonable scenario when it comes to their expectations…
18/04/24