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Economics for Investment - Learning to Live with Covid

Our quarterly publication looks at economic trends and long-term asset allocation themes. We assess the prospects for markets using our SOLVER model (Stage of the Cycle, Outlook, Leading Indicators, Valuations, Expectations and Risks). Our regular Focus article is called ATale of Two Recoveries and compares the economic and market situation today with the same period in 2009-10 at the beginning of the last upswing. Plus 10 pages of regional analysis covering the US, UK, Euro zone, China and Japan.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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