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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See AllThe Fed is expected to begin their rate cut cycle on 18th September, adding to bear USD pressures. Much depends on other central bank...
Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US CPI and the ECB meeting this...
Our investment monthly for September 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
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