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Weekly Market Update – How do you walk the central banks' talk?
Front of mind | Article - 4 Min

Weekly Market Update – How do you walk the central banks' talk?

Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in...

NATHALIE BENATIA
| 07.12.2023
Weekly Market Update – Immaculate disinflation?
Front of mind | Article - 4 Min

Weekly Market Update – Immaculate disinflation?

Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path....

ANDREW CRAIG
| 30.11.2023
Weekly Market Update – Policy shift: are we there yet?
Front of mind | Article - 4 Min

Weekly Market Update – Policy shift: are we there yet?

The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’...

CHI LO
| 23.11.2023
Investment Outlook 2024 – Stepping into a new reality
Forward thinking | White paper - 24 Min

Investment Outlook 2024 – Stepping into a new reality

In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...

Weekly Market Update – A week reinforcing hopes for a soft landing
WEEKLY
MARKET UPDATE 16.11.2023
Front of mind | Article - 4 Min

Weekly Market Update – A week reinforcing hopes for a soft landing

US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price...

ANDREW CRAIG
| 16.11.2023
Weekly Market Update – Slowdown in sight
WEEKLY
MARKET UPDATE 09.11.2023
Front of mind | Article - 4 Min

Weekly Market Update – Slowdown in sight

The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What...

NATHALIE BENATIA
| 09.11.2023
Weekly Market Update – Too strong US data drives rates higher
WEEKLY
MARKET UPDATE 19.10.2023
Front of mind | Article - 3 Min

Weekly Market Update – Too strong US data drives rates higher

Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict...

DANIEL MORRIS
| 19.10.2023
Asset Allocation Video – “Easily skewed towards weaker economic growth”
Portfolio perspectives | Video - 9:10 MIN

Asset Allocation Video – “Easily skewed towards weaker economic growth”

Market views on the economic outlook have been volatile this year: they have swung from concerns over recession to hopes...

MAYA BHANDARI
+1 other(s)
| 17.10.2023
Weekly Market Update – It’s tough to see where things are heading
WEEKLY
MARKET UPDATE 12.10.2023
Front of mind | Article - 4 Min

Weekly Market Update – It’s tough to see where things are heading

Stronger-than-expected job creation in the US, renewed doubts about inflation, the start of the earnings season, and geopolitical fallout from...

NATHALIE BENATIA
| 12.10.2023
Asset Allocation Monthly – All that glitters is not gold(ilocks)
Portfolio perspectives | White paper - 6 Min

Asset Allocation Monthly – All that glitters is not gold(ilocks)

The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a...

MARK RICHARDS
+1 other(s)
| 12.10.2023
Weekly Market Update - Surging bond yields – What gives?
WEEKLY
MARKET UPDATE 05.10.2023
Front of mind | Article - 3 Min

Weekly Market Update - Surging bond yields – What gives?

Global bond markets continued their sell-off this week, pushing borrowing costs to their highest level in a decade or more....

ANDREW CRAIG
| 05.10.2023
Weekly Market Update – Near-term risk crosscurrents
WEEKLY
MARKET UPDATE 28.09.2023
Front of mind | Article - 3 Min

Weekly Market Update – Near-term risk crosscurrents

The US Federal Reserve (Fed) kept the key federal funds rate unchanged on 20 September, but retained an unexpectedly hawkish...

CHI LO
| 28.09.2023