Weekly Market Update – Doves!...
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24
Macroeconomics
-
Article
-
Graph
Graph of the Week –...
China saw USD 17.5 billion in foreign direct investment (FDI) coming into the country in the fourth quarter of 2023,…
21/03/24
-
Article
Weekly Market Update: The Fed's...
Financial markets are pondering the US Federal Reserve’s likely policy path after last week’s release of another set of unexpectedly…
18/03/24
-
Video
Webcast – The global macroeconomic...
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and…
14/03/24
-
Article
Confronting the ‘China bear’
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24
-
White paper
Long-Term Asset Allocation – The...
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24