Weekly Market Update – A...
Recent data suggests the eurozone is gradually recovering, but underlines a state of economic divergence, with Germany in particular lagging…
29/02/24
Macroeconomics
-
Article
-
Podcast
Talking Heads – Looking to...
Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024.…
26/02/24
-
Article
Weekly Market Update – Waiting...
In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the…
22/02/24
-
Article
Graph of the Week –...
Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making…
19/02/24
-
White paper
Asset Allocation Monthly – An...
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24
-
Article
Weekly Market Update – No...
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24