Weekly Market Update – A...
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now,…
07/05/24
US
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Graph of the Week –...
“In recent months, there has been a lack of further progress toward the 2% inflation objective”. This additional sentence in…
02/05/24
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Article
Fixed Income Outlook – Be...
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread…
29/04/24
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Article
Weekly Market Update – One...
Equities managed to regain ground last week thanks to solid results from large US tech companies. Stabilising bond yields, particularly…
29/04/24
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Fixed Income Outlook – Corporate...
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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Weekly Market Update – Could...
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24