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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See AllOur investment monthly for December 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but noted the rall
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
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