Covid, AI, tariffs: An equity...
In this new paper, we show how a low-risk equity strategy has performed during the Covid crisis, the Magnificent 71…
04/08/25
Front of mind
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Article
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Article
Weekly Market Update – It...
On Sunday 27 July came the news a trade deal had been struck between the US and the EU with…
31/07/25
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Article
The need for stronger US...
US Treasury bonds have long provided domestic and foreign investors a modest yield that was assumed to be risk free.…
24/07/25
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Graph
Graph of the Week –...
Higher tariffs on imports into the US have not yet had much impact on domestic inflation: import price inflation excluding…
24/07/25
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Article
Weekly Market Update – Has...
The retreat of foreign investors from US assets after April’s ‘Liberation Day’ tariff bazooka may be over already: US Treasury…
23/07/25
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Article
Weekly Market Update – The...
For all the worries about the impact of US tariffs on growth and inflation, recent data shows the US economy…
18/07/25