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
Macroeconomics
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Article
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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
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Article
China’s property market – How...
While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe…
14/10/22
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Article
Weekly market update – Battalions...
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22