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 Focus article argues that US CPI inflation could fall to near zero in 2023 (headline) and near 2% (core) if energy and car prices fall back after their big rises this year. This will make the Fed's job judging the inflation outlook hard in 2023. Plus regional analysis covering the US, UK, China, Euro zone 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 US retailers and the Consumer Discretionary sector ahead o the Christmas seaso
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