Talking heads – Energy crisis...
It is all hands on deck to deal with the current energy crisis, even if that forces countries to use…
19/09/22
Front of mind
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Podcast
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Article
Asset allocation update – European...
Solid financials and attractive market valuations have led us to add to our long position in European investment-grade (IG) bonds,…
16/09/22
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Article
Weekly market update – Lions...
The latest surprise in US inflation has had an immediate, negative impact on most markets – headline inflation in August…
15/09/22
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Article
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
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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