Weekly market update – Will...
Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While…
11/08/22
Central banks
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Article
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Article
The Hong Kong dollar peg:...
The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the…
08/08/22
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Article
Asset allocation highlights – Expectations...
Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and…
02/08/22
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Article
Asset allocation monthly – Four...
Given that the current downturn is truly global, the marked gap between the optimism among equity analysts and the caution…
02/08/22
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Article
Weekly market update – Worrywarts...
Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult…
28/07/22
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Mid-year outlook – Chronicle of...
For equities, the outlook for the second half depends on whether expectations of recession in the US are realised, official…
26/07/22