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19/11/25
Uncategorised
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Fixed income outlook – Hitting...
We expect official US interest rates to be raised to 3.25%-3.50% by year-end 2022 as the Federal Reserve engineers a…
05/05/22
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Equity outlook – Shifting into...
With little sign of inflationary pressures abating, the anticipated trajectory of central bank policy rates is steepening. Although this will…
06/04/22
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‘Greenflation’ – Navigating the climate...
Given the relationship between climate policies, oil prices and inflation and the difficulties in managing inflation through interest rate policy,…
24/02/22
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Weekly investment update – A...
Breakeven yields in G7 sovereign bond markets have risen sharply recently in reaction to supply-side shocks and the spike in…
29/10/21
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Article
ESG boost is flipside to...
China is cracking down on bitcoin in a bid to overcome problems such as power shortages, climate control, financial disruption…
06/10/21