Weekly market update – Broaden...
One development of note since the start of February has been the upward revision of the ‘terminal rate’ – the…
23/02/23
Inflation
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Article
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White paper
Long-term asset allocation – A...
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x…
22/02/23
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Article
Weekly market update – West/East...
‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the…
16/02/23
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Article
Weekly market update – Markets...
2023 to date has seen financial markets race higher. Valuations of equities, bonds and risky assets generally have rallied on…
09/02/23
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Podcast
What to look for when...
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris.…
03/02/23
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Weekly market update – False...
One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some…
02/02/23