Economics for Investment - 2021 Outlook

Our quarterly publication, looking at economic trends and long-term asset allocation themes. We assess the outlook using our SOLVER framework. Our regular Focus looks at the impact of Covid on productivity trends, such as working from home. Plus 10 pages of regional analysis covering the US, UK, Euro zone, China and Japan.

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Weekly Talking Points - Fed in focus

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the Eurodollar futures strip and implied money market curve. To read more plea

Weekly Talking Points - Hot Hot Hot

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Gold and central bank stimulus removal risk. To read more please subscribe.