Asset allocation

Mind the grey swans
Markets and economics

Mind the grey swans

Rather than worrying about unpredictable possibilities, we focus our energy on events whose...

By Chris Franklin

20 Feb 2024

5 min read

The year of the vote
Matthew Rodger
Markets and economics

The year of the vote

The year ahead brings elections for roughly two-fifths of the world's population and an equal sha...
By Matthew Rodger
15 Feb 2024
3 min read
Is the UK a spent force or a coiled spring?
Matthew Rodger
Markets and economics

Is the UK a spent force or a coiled spring?

Identifying the reasons for the UK's economic malaise is one thing. Fixing it without spending...
By Matthew Rodger
13 Feb 2024
3 min read
When could the ECB start cutting rates?
Markets and economics

When could the ECB start cutting rates?

Price pressures in Europe are easing, and the mood music suggests a policy shift is on the way.
By Simon BellAsset Allocation
12 Feb 2024
3 min read
Thinking the unthinkable
Markets and economics

Thinking the unthinkable

Should we be happy with inflation falling towards central bank targets, or does it just reignite...

By Willem Klijnstra

06 Feb 2024

2 min read

When will UK rates start to fall?
James Carrick
Markets and economics

When will UK rates start to fall?

The bank's cautious messaging following its decision to keep rates at 5.25% suggests we may not s...
By James Carrick
05 Feb 2024
2 min read
Asymmetry in motion
Emiel van den Heiligenberg
Markets and economics

Asymmetry in motion

Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more...
By Emiel van den Heiligenberg
01 Feb 2024
4 min read
Should investors resist the siren song of cash?
Investment strategy

Should investors resist the siren song of cash?

In recent months there is one question we have been asked time and time again. Why stay invested...
By Isabella HughesChristopher Teschmacher
31 Jan 2024
4 min read