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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See AllOur round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the upcoming BoJ meeting and the TOPIX. Our Review section looks at geopoliti
The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the FTSE 100 - low valuations argue for investor attention, as does the attra
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