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 US January employment report. The 517K nonfarm payrolls figure was strong,
Our investment monthly for February 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we changed our asset allocation weights to Eur
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US rates through the implied futures money market futures. The Fed, ECB and Bo
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