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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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.