Asset allocation highlights – Expectations...
Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and…
02/08/22
Central banks
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Article
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Article
Weekly market update – Worrywarts...
Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult…
28/07/22
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Article
Mid-year outlook takeaways – Chronicle...
Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question…
26/07/22
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Article
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
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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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Video
Asset allocation video – Recession:...
Expectations are rising that a recession is around the corner, but current economic conditions do not correspond with that outlook:…
11/07/22