Weekly market update – Worrywarts...
Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult…
28/07/22
Macroeconomics
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Article
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Article
Mid-year outlook – Chronicle of...
For equities, the outlook for the second half depends on whether expectations of recession in the US are realised, official…
26/07/22
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Article
Mid-year outlook takeaways – Chronicle...
Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question…
26/07/22
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Article
Zero-Covid weighs on China’s growth...
A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle…
20/07/22
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Article
Weekly investment update – The...
US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up…
14/07/22
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Video
Asset allocation video – Recession:...
Expectations are rising that a recession is around the corner, but current economic conditions do not correspond with that outlook:…
11/07/22