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
Macroeconomics
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White paper
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Article
Weekly Market Update – No...
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24
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Article
Still bearish on China? As...
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally…
06/02/24
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Article
Weekly Market Update – The...
The message from policymakers after the meeting of the Federal Open Markets Committee (FOMC) on 31 January was clear —…
01/02/24
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Article
Weekly Market Update – Almost...
With conditions in the US economy almost as good as it gets, markets have dialled back their expectations on the…
25/01/24
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Article
Weekly Market Update: A resolution...
Financial markets ended 2023 reckoning with an 80% probability that, starting in March, US interest rates would be cut five…
18/01/24