Our flagship 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). The Focus article this time looks at the US labour market which is easing but still relatively tight. Plus regional analysis covering the US, China, UK, EZ and Japan. Contact Tricio if you are interested in receiving a copy.
top of page
+44 (0)20 3855 5830
Search
Recent Posts
See AllOur investment monthly for December 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but noted the rall
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
bottom of page