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
Front of mind
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Article
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Article
The stars may be aligning...
In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will…
16/11/22
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Article
Weekly market update – The...
Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity…
10/11/22
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Weekly market update: Inflation, inflation,...
While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s…
03/11/22
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Article
Asset allocation monthly - The...
Underscoring the still high market volatility, fixed income premia moved notably higher over October, led by real yields. Overall, we…
02/11/22
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Article
China’s new leadership – What...
Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The…
28/10/22