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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.

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Focus - Currency Matters June 2024

Currency markets are digesting the ECB rate cut and the Fed standing pat in June. The French snap election is knocking the EUR a bit, while the BoJ is going to provide some bond buying reduction plans

Weekly Talking Points - BoE gets a pass

Our round-up of what to expect in the coming week and the key events of last week. The BoE, RBA and SNB decide on rates this week, with UK inflation and US retail sales data worth watching. Our regul

Tricio Monthly Insights - Summer time sun?

Our investment monthly for June 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at th

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