Confronting the ‘China bear’
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24
Macroeconomics
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Article
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White paper
Long-Term Asset Allocation – The...
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24
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Article
Weekly Market Update – The...
Higher-than-expected inflation is raising questions over the likelihood of a ‘soft landing’, a scenario that needs inflation to slow, so…
11/03/24
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White paper
Asset Allocation Monthly – Challenging...
Recent growth and inflation data have challenged the ‘immaculate Goldilocks’ narrative the market has been following since the closing months…
08/03/24
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Article
Weekly Market Update – Are...
Global equities did well in February, with several indices setting all-time highs despite forward-looking scenarios yo-yoing in response to economic…
04/03/24
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Article
Weekly Market Update – A...
Recent data suggests the eurozone is gradually recovering, but underlines a state of economic divergence, with Germany in particular lagging…
29/02/24