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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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FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost

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