Asset allocation monthly – Four...
Given that the current downturn is truly global, the marked gap between the optimism among equity analysts and the caution…
02/08/22
Front of mind
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Article
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Article
Weekly market update – Worrywarts...
Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult…
28/07/22
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Article
Mid-year outlook – Chronicle of...
For equities, the outlook for the second half depends on whether expectations of recession in the US are realised, official…
26/07/22
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Article
The risks around China’s grassroots...
China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the…
26/07/22
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Article
Weekly market update – Central...
Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the…
21/07/22
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Article
Zero-Covid weighs on China’s growth...
A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle…
20/07/22