Weekly Market Update – Policy...
Second-quarter purchasing managers’ indices (PMIs) suggest that the steep cycle of interest rate rises by leading central banks might be…
03/08/23
Central banks
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Article
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Podcast
Talking Heads – Peak rates...
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for…
31/07/23
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Article
Weekly Market Update – G3...
A summer central bank bonanza this week with, in the space of five days, policy decisions from the G3 central…
27/07/23
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Article
Mid-Year Update – Getting the...
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist…
26/07/23
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White paper
Fixed Income Outlook – Shifting...
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun…
21/07/23
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Article
Weekly Market Update – Mixed...
Economic data continues to point in opposing directions, as do markets, with equities seeming to price in a recovery, while…
20/07/23