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Central banks

Talking heads – Banks transition to a new regime
FRONT OF MIND | Podcast - 12:48 MIN

Talking heads – Banks transition to a new regime

Over the last month, the banking sector has seen a spate of turmoil triggered by concerns over the possible effects...

SéVERINE PIQUET
+1 other(s)
| 29.03.2023
Weekly market update – The dust settles slowly
WEEKLY
MARKET UPDATE 23.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – The dust settles slowly

Events have gone into overdrive since the failure of Silicon Valley Bank and Signature Bank. The weekend of 18/19 March...

NATHALIE BENATIA
| 23.03.2023
Graph of the week – An uneasy calm after the storm
FRONT OF MIND | Article - 3 Min

Graph of the week – An uneasy calm after the storm

Market measures of stress in the US and European banking sectors currently do not show signs of extreme investor concern....

ANDREW CRAIG
| 23.03.2023
Weekly market update – Staying the course
WEEKLY
MARKET UPDATE 16.03.2023
FRONT OF MIND | Article - 7 Min

Weekly market update – Staying the course

Markets this week have been gripped by apprehension over the potential fallout in the banking system from the abrupt end...

ANDREW CRAIG
| 16.03.2023
Weekly market update – More policy and inflation complexity ahead
WEEKLY
MARKET UPDATE 09.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – More policy and inflation complexity ahead

Uncertainty over how long it will take to tame inflation has kept the US Federal Reserve (Fed) and European Central...

CHI LO
| 09.03.2023
Weekly market update – The inflation beast remains unbeaten
WEEKLY
MARKET UPDATE 02.03.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – The inflation beast remains unbeaten

Back in mid-January, all the talk was of when the US Federal Reserve would begin cutting interest rates – when...

DANIEL MORRIS
| 02.03.2023
Weekly market update – Broaden your horizons
WEEKLY
MARKET UPDATE 23.02.2023
FRONT OF MIND | Article - 5 Min

Weekly market update – Broaden your horizons

One development of note since the start of February has been the upward revision of the ‘terminal rate’ – the...

NATHALIE BENATIA
| 23.02.2023
All change in China, now it's over to the consumer...
PORTFOLIO PERSPECTIVES | Article - 5 Min

All change in China, now it's over to the consumer...

Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater...

MINYUE LIU
| 22.02.2023
Weekly market update – West/East divide
WEEKLY
MARKET UPDATE 16.02.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – West/East divide

‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the...

CHI LO
| 16.02.2023
Weekly market update – Markets race ahead, riding for a fall?
FRONT OF MIND | Article - 4 Min

Weekly market update – Markets race ahead, riding for a fall?

2023 to date has seen financial markets race higher. Valuations of equities, bonds and risky assets generally have rallied on...

ANDREW CRAIG
| 09.02.2023
Asset allocation monthly - Not so fast
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 6 Min

Asset allocation monthly - Not so fast

The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into...

MAYA BHANDARI
+1 other(s)
| 07.02.2023
What to look for when allocating assets in 2023
PORTFOLIO PERSPECTIVES | Podcast - 8:43 MIN

What to look for when allocating assets in 2023

Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris....

MAYA BHANDARI
+1 other(s)
| 03.02.2023