Weekly Market Update – Diverging...
While the US Federal Reserve is expected to keep policy rates unchanged this week, the consensus is for the European…
28/01/25
Macroeconomics
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Article
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Article
Fixed Income Outlook – Come...
Once again the US bond market will lead global fixed income markets in 2025, with a strong US economy but…
22/01/25
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Podcast
Talking Heads – Where to...
This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions…
22/01/25
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Article
Weekly Market Update – Resolutions...
For investors expecting a ‘Dry January’ – one when they didn’t have to listen to central bankers’ comments for a…
14/01/25
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Article
Equity Outlook - Defying gravity
The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive…
14/01/25
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Graph
Graph of the Week –...
European companies have historically looked to China, the world’s second-largest economy and (still) boasting growth rate far above those of…
13/01/25