Asset allocation monthly – Sanguine...
A sharp sell-off in government bonds encouraged us to raise European bonds from underweight to neutral and close our short…
13/09/22
Central banks
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Article
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Article
Asset allocation monthly – Disparate...
The market reaction to the Jackson Hole meeting of central bankers has been fairly sanguine: 10-year yields are a bit…
13/09/22
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Article
Weekly market update – The...
Global central banks are racing to raise interest rates to combat surging inflation. How far and fast each major central…
08/09/22
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Article
China's role in global inflation
As many central banks around the world tighten their monetary policy to combat rising prices, China’s role in affecting global…
07/09/22
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Article
Weekly market update – Bonds...
With no respite in inflationary pressures, bond yields are rising significantly as investors position for a substantial ratcheting-up of policy…
01/09/22
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Article
Weekly market update – Foggy...
With investor confusion rife, it’s been a rocky few days for financial markets: Erratic equities moves, wild corrections in bond…
25/08/22