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
Inflation
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White paper
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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 – Pivot...
The recent release of the minutes from December’s meeting of the Federal Open Market Committee showed US monetary policymakers worried…
05/01/23
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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
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