Weekly Market Update – How...
Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…
07/12/23
Inflation
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Article
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Podcast
Talking Heads – New realities...
In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief…
04/12/23
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Article
Weekly Market Update – Immaculate...
Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path.…
30/11/23
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Article
Weekly Market Update – Policy...
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
23/11/23
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White paper
Investment Outlook 2024 – Stepping...
In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will…
17/11/23
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Article
Weekly Market Update – A...
US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price…
16/11/23