Weekly market update – So...
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors…
26/01/23
Central banks
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Article
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White paper
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
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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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Article
Asset allocation monthly - Lifting...
Financial markets have continued to gyrate between growth and inflation concerns. We have taken advantage of volatile market moves to…
06/10/22
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Article
Weekly market update – A...
The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp…
29/09/22
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Article
Weekly market update – Conduct...
Since the Jackson Hole economic symposium in late August, things have quickly escalated: Hawkish decisions and comments from US policymakers…
22/09/22