Weekly Market Update – A...
US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price…
16/11/23
Macroeconomics
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Article
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Article
Weekly Market Update – Slowdown...
The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What…
09/11/23
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Article
Weekly Market Update – Too...
Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict…
19/10/23
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Video
Asset Allocation Video – “Easily...
Market views on the economic outlook have been volatile this year: they have swung from concerns over recession to hopes…
17/10/23
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Article
Weekly Market Update – It’s...
Stronger-than-expected job creation in the US, renewed doubts about inflation, the start of the earnings season, and geopolitical fallout from…
12/10/23
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White paper
Asset Allocation Monthly – All...
The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a…
12/10/23