Weekly market update Its not over
Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere.…
27/10/22
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Insights 1776
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Article
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Article
Fixed income outlook The pressure is on
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between…
25/10/22
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Article
20th China Communist Party Congress - The surprise of no surprises
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22
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Article
Fixed income outlook Tightening the vice
•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 headwinds
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 banks going at full tilt
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
Equity outlook Q4 2022 The second shoe
While the path for global equities is clear, the timing is uncertain. Inflation is still sticky and well above the…
20/10/22
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Article
China, Asia, global emerging market outlook - Restarting the growth engine
Fiscal stimulus and a looser monetary policy have improved China’s prospects, but the current slowdown of its economy, rising inflation…
18/10/22
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Article
China, Asia, global emerging market equities: Light at the end of the tunnel?
After a tough start to the year, more fiscal stimulus and a looser monetary policy have brightened China’s prospects. Though…
18/10/22
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Podcast
Talking heads Flies in the green ointment? Take a longer-term view
Tumultuous geopolitical and economic times may be clouding the prospects for the high-growth renewables sector now, but investors should not…
17/10/22