Asset allocation monthly – The...
There are a handful of key judgements that matter for the year ahead. We identify four: Probability and depth of…
16/01/23
Central banks
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White paper
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Article
Weekly market update – Inflation...
Inflation in Europe and the US has continued to soften, while China has ditched its zero-Covid policy and shifted to…
12/01/23
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Article
Weekly market update – Pivot...
The recent release of the minutes from December’s meeting of the Federal Open Market Committee showed US monetary policymakers worried…
05/01/23
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Infographic
Infographic – Investing as the...
What should investors expect at a time when central banks are fiercely fighting inflation, economies are slowing and geopolitics and…
04/01/23
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Article
Weekly market update – Are...
Four major central banks held meetings recently, the US Federal Reserve (the Fed), European Central Bank (ECB), Swiss National Bank,…
16/12/22
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Article
Weekly market update – It’s...
Several factors explain the recent renewed appetite for risky assets and the fall in government bond yields. Investors appear increasingly…
08/12/22