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Economics for Investment - Inflation Shock will Slow World Growth

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 is called Demography, Inflation and Interest Rates, and is a review of the book The Great Demographic Reversal by Goodheart and Pradhan. Plus 10 pages of regional analysis covering the US, UK Euro zone, China 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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