Weekly investment update - It's getting real
Many market observers have been predicting a sharp rise in US real yields for at least a year (ourselves included).…
13/01/22
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Insights 1776
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Article
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Article
Investment Symposium Series A regime change for US inflation
Disrupted supply chains, lower participation rates in the labour market, supply and demand thrown out of kilter. These are among…
11/01/22
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Article
Does meeting the SDGs require new macroeconomics?
In 2015, world leaders developed 17 Sustainable Development Goals as part of the 2030 Agenda for Sustainable Development. The SDGs…
11/01/22
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Article
Asset allocation - A fat (real) tail in 2022
2021 was an awkward ’steady state’ year for financial markets: bonds delivered the worst returns in a quarter of a…
07/01/22
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Article
Time for a full (medical) check-up
Equities held their ground in December despite being faced with two factors that could have led to sharp falls: The…
07/01/22
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Article
Weekly investment update A sting in the tail from FOMC minutes
After a positive start to the New Year, valuations of risk assets fell as markets priced a more hawkish policy…
06/01/22
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Chinas growth cycle is turning
Senior market strategist APAC Chi Lo discusses how Beijing has shifted to a pro-growth policy and away from painful economic…
04/01/22
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Podcast
Macroeconomics and markets in 2022 Rebalancing supply and demand
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another…
03/01/22
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Infographic
Shooting the rapids in 2022 Our investment outlook in an infographic
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another…
20/12/21
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Podcast
Investment Symposium Series Olivier Blanchard on US inflation (listen)
In this time of profound change for societies, economies, and cultures, our goal is to provide investors with thought leadership…
17/12/21