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
Economics
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Article
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Infographic
Infographic – Investing as the...
What should investors expect at a time when central banks are fiercely fighting inflation, economies are slowing and geopolitics and…
04/01/23
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Article
Weekly market update – Are...
Four major central banks held meetings recently, the US Federal Reserve (the Fed), European Central Bank (ECB), Swiss National Bank,…
16/12/22
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Article
Multi-asset update – Trimming our...
Weighing up a generally gloomier economic outlook, the limited readability of the Chinese market after September’s Politburo meeting, and the…
14/12/22
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Article
Weekly market update – It’s...
Several factors explain the recent renewed appetite for risky assets and the fall in government bond yields. Investors appear increasingly…
08/12/22
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White paper
Major test ahead for improved...
Multi-asset portfolios benefited from an upturn in risk appetite – in particular via our long positions in US and Chinese…
06/12/22