Asset Allocation Monthly – All...
The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a…
12/10/23
Global
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White paper
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White paper
Asset Allocation Monthly – Complacent?...
Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,…
15/09/23
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Article
Summer reading – Cooling off...
As you leave for the holidays, here are some suggestions from our experts for you to read, watch, or listen…
01/08/23
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White paper
Equity outlook – A fragile...
Our latest equity outlook details how some market observers have taken heart from the impending end of the US Federal…
28/04/23
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Has the energy transition narrative...
In response to the Russian invasion, a number of European countries have argued for speeding up the energy transition. Germany,…
09/03/22
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Article
Fixed income outlook - Fed...
How do the Federal Reserve’s forecasts for the US economy compare with its – modest – projections for the fed…
24/01/22