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Economics for Investment - Fears of a Second Wave

Our quarterly publication, looking at economic trends and long-term asset allocation themes. We assess the outlook using a scenario framework both to help with the analysis and to emphasise that portfolios need to take account of all possible outcomes. Our regular Focus looks at whether the Covid recession is more likely to result in inflation than deflation. Plus 10 pages of regional analysis covering the UK, US, Euro zone, China and Japan.

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Rate hike expectations are shifting swiftly across the major FX rates as US bank wobbles and fears spread. This is making FX rates jumpy, and further choppy trading looks likely in the near term. Our

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