Weekly Market Update – Are...
Global equities did well in February, with several indices setting all-time highs despite forward-looking scenarios yo-yoing in response to economic…
04/03/24
Macroeconomics
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Article
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Article
Weekly Market Update – A...
Recent data suggests the eurozone is gradually recovering, but underlines a state of economic divergence, with Germany in particular lagging…
29/02/24
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Podcast
Talking Heads – Looking to...
Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024.…
26/02/24
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Article
Weekly Market Update – Waiting...
In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the…
22/02/24
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Article
Graph of the Week –...
Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making…
19/02/24
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White paper
Asset Allocation Monthly – An...
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24