Weekly market update – It’s...
Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere.…
27/10/22
Macroeconomics
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Article
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Article
Fixed income outlook – The...
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between…
25/10/22
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Article
20th China Communist Party Congress...
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22
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Article
Fixed income outlook – Tightening...
•In the eurozone, the increase in wholesale energy prices likely will continue to filter through to consumers. Surging input costs…
25/10/22
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Article
Equity outlook – Battling the...
The path ahead for global equities is clear; it’s the timing that is uncertain. Inflation has remained sticky and well…
20/10/22
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Article
Weekly market update – Central...
With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and…
20/10/22