Economics for Investment - The Biden Boom

Our quarterly publication, looking at economic trends and long-term asset allocation themes. We assess the outlook using our SOLVER framework. Our regular Focus looks at US bond yields and asks how high they might go. Plus 10 pages of regional analysis covering the US, UK, Euro zone, China and Japan.

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Our investment monthly for December provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we raised our asset allocation to UK small-cap shar

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 European STOXX 600 Food & Beverage sector and some key shares. We discuss