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
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24
While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…
12/02/24
We expect global corporate bonds to be supported in 2024 by a soft landing in the major developed economies and…
07/02/24
Building on a solid performance in 2023, European high-yield bonds stand to do well in 2024 given favourable macroeconomic and…
05/02/24
Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and…
30/01/24
The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain…
29/01/24