Asset Allocation Monthly – Complacent?...
Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,…
15/09/23
Inflation
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White paper
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Article
Weekly Market Update – Divergence...
Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the…
14/09/23
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Article
Weekly Market Update – The...
The factors underpinning recent market moves have changed rapidly: Fears of an overheating of the US economy and concerns over…
07/09/23
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Article
Is China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two…
05/09/23
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Article
Weekly Market Update – Back...
In the last week of August, economic data has mostly surprised to the downside, resulting in a fall in interest…
31/08/23
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Article
Weekly Market Update – Big...
Economic growth and inflation are slowing, developed country central banks are nearing the end of their tightening cycles, and some…
10/08/23