“China needs QE”. Think again
Media reports of Chinese President Xi Jinping’s comments on financial reform, calls for more monetary and fiscal policy coordination and…
11/07/24
China
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Article
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White paper
Mid-year investment update – Navigating...
The US economy is still headed for a soft landing, even if views on the speed and timing of the…
08/07/24
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Article
Monthly Market Viewpoint – Goldilocks,...
The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’.…
14/06/24
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Article
Weekly Market Update – US...
Will the latest US tariffs on Chinese solar panel and electric vehicle (EV) imports – and the possibility of further…
10/06/24
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Graph
Graph of the Week –...
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24
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Article
Geopolitical risk in a multipolar...
Gold is up by more than 30% since the low it made on 5 October 2023 and up by 17%…
05/06/24