March again saw realised inflation outpace expectations leading to a pricing of more hawkish central bank monetary policy. Although we…
05/04/22
Volatile swings in sentiment about the outcome of the conflict in Ukraine continue to sway markets. Inflation is still surprising…
05/04/22
Inflation has bounced back vigorously from its pandemic-era lows: The headline rate for the US consumer price index has reached…
04/04/22
Data on inflation in the US and eurozone continues to surprise to the upside, roiling bond markets. Expectations for US…
31/03/22
Rapid energy price rises and concerns about energy security following Russia’s invasion of Ukraine mean that transitioning to net-zero, has…
31/03/22
Assessing the role and value of Big Tech – a sector with great growth potential, but also one dogged by…
30/03/22
There are few go-to investments in public markets today. Bond markets are confronted with a secular rise in inflation and…
29/03/22
Despite Beijing’s pledge to ease monetary policy further, financial markets are sceptical about how effective this would be in boosting…
29/03/22
To help multi-asset portfolios cope with the geopolitical shock of Russia’s invasion of Ukraine, a move into cash can be…
28/03/22
Climate change is a threat to life on earth through its impact on livelihoods, health and income, and nature as…
25/03/22
