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
Macroeconomics
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Article
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Video
Asset Allocation Video – Goldilocks...
Markets have experienced another big swing in sentiment, shifting towards a more reasonable scenario when it comes to their expectations…
18/04/24
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White paper
Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
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White paper
The gold rush
Since the outbreak of conflict in the Middle East and disruptions to global maritime trade through the Red Sea, gold…
04/04/24
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Article
Hopes for a virtuous inflation...
Investor optimism that Japan is finally moving from a long-running debt-deflation spiral to a ‘virtuous’ inflation cycle has pushed its…
03/04/24
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Article
Weekly Market Update – There’s...
Governor Waller, a policymaker at the US Federal Reserve, has developed a knack of guiding markets with his speeches. In…
02/04/24