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Graph of the week – Monetary policy - ECB has further to go than the Federal Reserve
FRONT OF MIND | Blog - 4 Min

Graph of the week – Monetary policy - ECB has further to go than the Federal Reserve

Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year...

ANDREW CRAIG
| 26.01.2023
Talking heads – There is a reasonable alternative: mortgage bonds
PORTFOLIO PERSPECTIVES | Audio - 13:10 MIN

Talking heads – There is a reasonable alternative: mortgage bonds

After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse...

JOHN CAREY
+1 other(s)
| 23.01.2023
Weekly market update – Downshifting in December?
WEEKLY
MARKET UPDATE 24.11.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – Downshifting in December?

A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in...

ANDREW CRAIG
| 24.11.2022
Suspension of US-China climate talks puts global efforts at risk
FORWARD THINKING | Blog - 4 Min

Suspension of US-China climate talks puts global efforts at risk

Just as the US passed the USD 430 billion Inflation Reduction Act to tackle climate change among other major issues1,...

CHI LO
| 29.08.2022
US housing market to come off the boil, but remain fundamentally sound
PORTFOLIO PERSPECTIVES | Blog - 3 Min

US housing market to come off the boil, but remain fundamentally sound

While recent monetary policy tightening in the US to counteract high inflation will likely take some heat out of the...

JOHN CAREY
| 26.08.2022
US climate spending – How does it reduce inflation?
FORWARD THINKING | Blog - 4 Min

US climate spending – How does it reduce inflation?

Billions of dollars are set to be allocated to bolstering US infrastructure under the Inflation Reduction Act, a belated but...

EDWARD LEES
| 15.08.2022
Weekly market update – Central banks tighten monetary policy
WEEKLY
MARKET UPDATE 21.07.2022
FRONT OF MIND | Blog - 5 Min

Weekly market update – Central banks tighten monetary policy

Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the...

ANDREW CRAIG
| 21.07.2022
Weekly investment update – What’s the word?
WEEKLY
MARKET UPDATE 30.06.2022
FRONT OF MIND | Blog - 2 Min

Weekly investment update – What’s the word?

Two words have battled for supremacy in investors’ minds over the course of the year: ‘Recession’ and ‘inflation’. The higher...

DANIEL MORRIS
| 30.06.2022
Covid-driven pressures keep US house prices high in 2022
FRONT OF MIND | Blog - 4 Min

Covid-driven pressures keep US house prices high in 2022

Several factors will likely keep US house prices on an upward trajectory this year. Still low mortgage rates as well...

JOHN CAREY
| 14.06.2022
Weekly investment update – Here comes the European Central Bank
WEEKLY
MARKET UPDATE 10.06.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update – Here comes the European Central Bank

May ended on a positive note for equities as they regained their end-April level (MSCI ACWI), but June has seen...

NATHALIE BENATIA
| 10.06.2022
Disruptive technology – Risks and opportunities after recent volatility
FRONT OF MIND | White paper - 6 Min

Disruptive technology – Risks and opportunities after recent volatility

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022
Disruptive technology – Maintaining course in volatile markets
FRONT OF MIND | Blog - 4 Min

Disruptive technology – Maintaining course in volatile markets

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022