Weekly Market Update – There’s...
Governor Waller, a policymaker at the US Federal Reserve, has developed a knack of guiding markets with his speeches. In…
02/04/24
US
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Article
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Podcast
Talking Heads – US stocks:...
Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US and Global Thematic…
27/03/24
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Article
US elections and the outlook...
What could happen with the US Inflation Reduction Act after this November’s US elections? Many investors wonder what a Trump…
27/03/24
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Graph
Graph of the Week –...
Forecasts by the US Federal Reserve (Fed) for inflation and growth are central to what markets expect the course of…
27/03/24
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Article
Weekly Market Update – Doves!...
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24
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Article
Weekly Market Update – The...
Higher-than-expected inflation is raising questions over the likelihood of a ‘soft landing’, a scenario that needs inflation to slow, so…
11/03/24