Asset Allocation Monthly – An...
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24
Central banks
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White paper
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Article
Weekly Market Update – No...
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24
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Article
Weekly Market Update – The...
The message from policymakers after the meeting of the Federal Open Markets Committee (FOMC) on 31 January was clear —…
01/02/24
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Article
Fixed Income Quarterly – Eurozone:...
Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and…
30/01/24
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Podcast
Talking Heads – Finding the...
The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain…
29/01/24
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Article
Weekly market update – Here...
2023 ended with a strong equity rally (+4.7% in December for the MSCI AC World index in US dollar terms)…
04/01/24