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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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the Phillips curve and central banks raising rates in order to increase the un
Our investment monthly for August provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we discuss raising our asset allocation to German bun
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 Bank of England as they are set to raise rates. The weekly review section