Asset allocation

Fear and doubt cloud US and UK economic forecasts
Markets and economics

Fear and doubt cloud US and UK economic forecasts

US economists are gloomier than ever, while their UK counterparts are struggling with statistical...

By Christopher Jeffery

29 Nov 2022

3 min read

Falling leaves, rising taxes: is it a cold forecast for the UK?
Markets and economics

Falling leaves, rising taxes: is it a cold forecast for the UK?

Hetal Mehta and Christopher Jeffery examine UK Chancellor Jeremy Hunt's Autumn Statement and what...
By Hetal MehtaChristopher Jeffery
18 Nov 2022
4 min read
Why did markets rally, and can it be sustained?
Markets and economics

Why did markets rally, and can it be sustained?

Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near t...
By Christopher JefferyLars Kreckel
15 Nov 2022
3 min read
Doving and diving: has the Bank of England made the pivot?
Hetal Mehta
Markets and economics

Doving and diving: has the Bank of England made the pivot?

Hetal Mehta asks if the BoE will join the raft of central banks pivoting to a slower pace of hikes
By Hetal Mehta
11 Nov 2022
4 min read
Xi’s the one: what China’s Party Congress meant for investors
Markets and economics

Xi’s the one: what China’s Party Congress meant for investors

Erik Lueth breaks down the possible market impact of China’s recently concluded party congress.

By Erik Lueth

08 Nov 2022

4 min read

Has the Bank of Canada made you a Belieber in a policy pivot?
Christopher Jeffery
Markets and economics

Has the Bank of Canada made you a Belieber in a policy pivot?

Encouraging words from the BoC governor led to a rally in Canadian bonds. Are we seeing a...
By Christopher Jeffery
04 Nov 2022
0 min read
Podcast: Q3 earnings – what we’ve learnt from the hits and misses
Lars Kreckel
Markets and economics

Podcast: Q3 earnings – what we’ve learnt from the hits and misses

With the Q3 season in full flow, we dig into S&P earnings data to find out how US companies are...
By Lars Kreckel
03 Nov 2022
1 min read
Six spooktacular charts on the global economy
Christopher Teschmacher
Markets and economics

Six spooktacular charts on the global economy

Inflation breakevens treat or housing market trick? Below are six Halloween-themed charts to scar...
By Christopher Teschmacher
31 Oct 2022
2 min read