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Economics for Investment - Inflation Clouds 2022 Outlook

Our quarterly publication looks at economic trends and long-term asset allocation themes. We assess the prospects for markets using our SOLVER model (Stage of the cycle, Outlook, Leading Indicators, Valuations, Expectations and Risks). Our regular Focus article examines the performance of bonds and stocks in previous Fed and Bank of England tightening periods, concluding that stocks normally keep rising or move sideways (rarely down) while bond yields usually rise. Plus 10 pages of regional analysis covering the US, UK, China, Euro zone and Japan.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t

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