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.

Recent Posts

See All

House prices have risen strongly in the last couple of years in the US, Canada, UK, Germany and Australia after over a decade of prior steady gains, taking valuations to high levels. But housing marke