Monthly Market Viewpoint – Two...
There are two sides to the Trump-victory coin: higher US growth and inflation should be positive for equities, but it…
10/01/25
Macroeconomics
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Article
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Podcast
Talking Heads – Where might...
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face?…
07/01/25
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Article
Weekly Market Update – Coal...
Investors may have been disappointed by the performance of equity markets at the end of December, but in our view…
07/01/25
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Article
Weekly Market Update – The...
Markets are oscillating between a ‘soft landing’ and a ‘no landing’ outlook for the US economy, but recent equity returns…
18/12/24
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Graph
Graph of the Week –...
As widely expected, the ECB cut its key policy rates by 25bp on 12 December, lowering the deposit rate to…
16/12/24
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Article
Weekly Market Update – The...
The next two weeks will see the last monetary policy meetings of the year in the eurozone, the US, the…
11/12/24