Weekly market update – Here...
2023 ended with a strong equity rally (+4.7% in December for the MSCI AC World index in US dollar terms)…
04/01/24
Inflation
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Article
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Article
Weekly Market Update – Global...
While the US Federal Reserve wrapped up the year hinting at a pivot towards the end of monetary tightening, the…
20/12/23
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Graph
Chart of the week –...
Inflation has been falling towards the policy targets of leading central banks after late summer/autumn peaks, with price pressures in…
19/12/23
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Article
Weekly Market Update – The...
The US Federal Reserve this week surprised markets by revising down its forecasts for inflation and policy rates in 2024…
15/12/23
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Article
Weekly Market Update – How...
Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…
07/12/23
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Podcast
Talking Heads – New realities...
In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief…
04/12/23