Chart of the week –...
Inflation has been falling towards the policy targets of leading central banks after late summer/autumn peaks, with price pressures in…
19/12/23
Central banks
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Graph
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Podcast
Talking Heads – A race...
Amid growing hopes that the US economy will land softly in 2024, financial markets are pricing looser monetary sooner than…
11/12/23
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Article
Weekly Market Update – How...
Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…
07/12/23
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Article
Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23
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Podcast
Talking Heads – New realities...
In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief…
04/12/23
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Article
Weekly Market Update – Immaculate...
Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path.…
30/11/23