Weekly Market Update – Global...
The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is…
13/05/24
Japan
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Article
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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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White paper
Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
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Article
Hopes for a virtuous inflation...
Investor optimism that Japan is finally moving from a long-running debt-deflation spiral to a ‘virtuous’ inflation cycle has pushed its…
03/04/24
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Article
Weekly Market Update – Doves!...
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24
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Article
Graph of the Week –...
Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making…
19/02/24