Weekly market update – Central...
Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the…
21/07/22
Front of mind
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Article
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Article
Zero-Covid weighs on China’s growth...
A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle…
20/07/22
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Article
Weekly investment update – The...
US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up…
14/07/22
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Article
Geopolitical shocks compound long-term systemic...
The war in Ukraine has acted to exacerbate or complicate more fundamental and pervasive climate change and energy risks for…
08/07/22
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Article
Weekly investment update – Post...
First-half returns on equities and bonds were frankly disastrous. Furthermore, establishing a reliable scenario that can stand the test of…
07/07/22
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Asset allocation monthly – Rates...
We have been turning more cautious in multi-asset portfolios amid doubts over market forecasts of a ‘soft landing’ in the…
05/07/22