Economics for Investment - Hopes Rest on a Vaccine

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 non-conventional monetary policies and asks whether central banks are running out of options. Plus 10 pages of regional analysis covering the UK, US, Euro zone, China and Japan.

Recent Posts

See All

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at rising US bond yields. The weekly review section looks at the RBA, Fed and BoE

Our investment monthly for May provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we discuss the many changes in our asset allocation valu