Graph of the week –...
Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year…
26/01/23
Central banks
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Article
Weekly market update – So...
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors…
26/01/23
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White paper
Fixed income outlook - Sticky...
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession.…
25/01/23
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Article
Weekly market update – An...
Financial markets have begun 2023 with a spring in their step. US inflation data has been interpreted positively. Bond yields…
19/01/23
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White paper
Asset allocation monthly – The...
There are a handful of key judgements that matter for the year ahead. We identify four: Probability and depth of…
16/01/23
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Article
Weekly market update – Inflation...
Inflation in Europe and the US has continued to soften, while China has ditched its zero-Covid policy and shifted to…
12/01/23