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
Asset allocation monthly – Four...
Given that the current downturn is truly global, the marked gap between the optimism among equity analysts and the caution…
02/08/22
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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 – Chronicle of...
For equities, the outlook for the second half depends on whether expectations of recession in the US are realised, official…
26/07/22
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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