Weekly investment update – Twists...
Last Friday, after the latest inflation US data, everything seemed clear already: Higher-than-expected inflation in May would lead the Federal…
16/06/22
Central banks
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Article
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Article
Weekly investment update – Here...
May ended on a positive note for equities as they regained their end-April level (MSCI ACWI), but June has seen…
10/06/22
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Article
Weekly investment update – The...
Estimates of the level of the US fed funds rate – the Federal Reserve’s main policy rate – in one…
02/06/22
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White paper
Asset allocation monthly – Mounting...
Over the last 30 years, broad asset returns have rarely been weaker as financial markets increasingly price in ‘stagflation’. What…
31/05/22
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Asset allocation highlights – Stagflation...
Over the last 30 years, broad asset market returns have rarely been weaker: So far this year, the losses for…
31/05/22
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Article
Weekly investment update – The...
Warnings by the US and Chinese authorities have underscored the dilemma of conflicting inflation and growth data, with energy and…
19/05/22