Weekly market update – Are...
Four major central banks held meetings recently, the US Federal Reserve (the Fed), European Central Bank (ECB), Swiss National Bank,…
16/12/22
Four major central banks held meetings recently, the US Federal Reserve (the Fed), European Central Bank (ECB), Swiss National Bank,…
16/12/22
Several factors explain the recent renewed appetite for risky assets and the fall in government bond yields. Investors appear increasingly…
08/12/22
Multi-asset portfolios benefited from an upturn in risk appetite – in particular via our long positions in US and Chinese…
06/12/22
The recent publication of the minutes from the November meeting of the US Federal Open Market Committee (FOMC) showed most…
01/12/22
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation…
22/11/22
Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen.…
17/11/22