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Weekly Talking Points - Testify!

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 different returns from a US and UK 60/40 portfolio over the last few years. We also look at the UK coupon curve which is steepening sharply so far this year, and the FTSE 350 Banks index. To read more please subscribe.

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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