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.
top of page
Search
Recent Posts
See AllThe Fed is expected to begin their rate cut cycle on 18th September, adding to bear USD pressures. Much depends on other central bank...
Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US CPI and the ECB meeting this...
Our investment monthly for September 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
bottom of page
Comments