Asset allocation video – Recession:...
Expectations are rising that a recession is around the corner, but current economic conditions do not correspond with that outlook:…
11/07/22
Macroeconomics
-
Video
-
Article
Weekly investment update – Post...
First-half returns on equities and bonds were frankly disastrous. Furthermore, establishing a reliable scenario that can stand the test of…
07/07/22
-
Article
Asset allocation monthly – Rates...
We have been turning more cautious in multi-asset portfolios amid doubts over market forecasts of a ‘soft landing’ in the…
05/07/22
-
Article
Asset allocation highlights – ‘When...
Multi-asset portfolios have been turning more cautious since late February amid scepticism over market forecasts of a ‘soft landing’ in…
05/07/22
-
Article
Asset allocation update – Any...
Our multi-asset allocations have become more cautious since late February, with equity risk-taking now some 75% lower than it was…
28/06/22
-
Infographic
Inflation runs amok! An infographic
Just a year ago, inflation appeared high but under control. Published annual consumer price rises stood at 2% in the…
24/06/22