Asset allocation monthly - The...
Underscoring the still high market volatility, fixed income premia moved notably higher over October, led by real yields. Overall, we…
02/11/22
Front of mind
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Article
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Article
China’s new leadership – What...
Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The…
28/10/22
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Article
Weekly market update – It’s...
Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere.…
27/10/22
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Article
20th China Communist Party Congress...
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22
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Article
Fixed income outlook – Tightening...
•In the eurozone, the increase in wholesale energy prices likely will continue to filter through to consumers. Surging input costs…
25/10/22
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Article
Weekly market update – Central...
With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and…
20/10/22