What to look for when...
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris.…
03/02/23
Macroeconomics
-
Podcast
-
Weekly market update – False...
One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some…
02/02/23
-
Article
Weekly market update – So...
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors…
26/01/23
-
White paper
Fixed income outlook - Sticky...
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession.…
25/01/23
-
Article
Asset allocation monthly - Lifting...
Financial markets have continued to gyrate between growth and inflation concerns. We have taken advantage of volatile market moves to…
06/10/22
-
Article
Weekly market update – A...
The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp…
29/09/22