Asset allocation
Markets and economics
What will the Bank of England do next?
We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of Engla...
09 Aug 2022
3 min read
As the ECB's trilemma comes to a head, we review its new tool for managing the crisis in southern...
We assess the chances of a pause in the rate-hiking cycle in the months ahead, and whether the...
Stuck for something to read on the beach? Members of the Asset Allocation team share book...
Markets and economics
Earnings season outlook: what the first reports are telling us
Early indications point to cautious guidance amid the macroeconomic uncertainty, but no big...
18 Jul 2022
3 min read
Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...
Much like a family tree shows how closely related family members are, a dendrogram can reveal the...
Markets hate uncertainty, we're often told. So why did they remain unmoved amid the political...
