Weekly Market Update – Almost...
With conditions in the US economy almost as good as it gets, markets have dialled back their expectations on the…
25/01/24
China
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Article
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Article
China’s central bank needs to...
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
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Article
Weekly Market Update: A resolution...
Financial markets ended 2023 reckoning with an 80% probability that, starting in March, US interest rates would be cut five…
18/01/24
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Article
Graph of the week –...
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24
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Article
Explaining the plunge in China’s...
For the first time since records began, China has suffered an outflow of foreign direct investment (FDI), raising market concerns…
08/12/23
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Article
Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23