Asset allocation monthly – Relief...
Most advanced economies appear to be moving towards slower growth and inflation: The US economy is seeing this already; Europe,…
06/12/22
Economics
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Article
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Article
Major test ahead for improved...
Multi-asset portfolios benefited from an upturn in risk appetite – in particular via our long positions in US and Chinese…
06/12/22
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Article
Weekly market update – US...
The recent publication of the minutes from the November meeting of the US Federal Open Market Committee (FOMC) showed most…
01/12/22
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Article
Weekly market update – Downshifting...
A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in…
24/11/22
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Article
Weekly market update - Christmas...
Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen.…
17/11/22