Asset allocation

From a rock to a hard place: forget inflation, growth is now the big fear
Markets and economics

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growt...

By John Roe

08 Jul 2022

3 min read

Ukraine: Protracted war, economic turmoil
Matthew Rodger
Economics

Ukraine: Protracted war, economic turmoil

The war in Ukraine will impact geopolitical risks and commodity prices for as long as it continue...
By Matthew Rodger
24 Jun 2022
4 min read
How is the market reacting to global rate hikes?
Markets and economics

How is the market reacting to global rate hikes?

Recent action by key central banks has come in more hawkish than anticipated. What does this mean...
By Christopher JefferyAlex MackBen Bennett
17 Jun 2022
4 min read
Gold hasn’t lost all of its shine
Emiel van den Heiligenberg
Investment strategy

Gold hasn’t lost all of its shine

While the precious metal appears expensive on valuation grounds, heightened risk aversion has led...
By Emiel van den Heiligenberg
17 Jun 2022
3 min read
Have equities already bottomed out?
Markets and economics

Have equities already bottomed out?

Following the dismal year-to-date performance of the US equity market, we consider whether...

By Lars Kreckel

07 Jun 2022

4 min read

What forex markets can teach us about unstable stablecoins
Christopher Jeffery
Markets and economics

What forex markets can teach us about unstable stablecoins

Just as with older pegged currencies, stablecoins that lack a credible and transparent...
By Christopher Jeffery
20 May 2022
4 min read
Fasten your seatbelts – how hard will the US economic landing be?
James Carrick
Markets and economics

Fasten your seatbelts – how hard will the US economic landing be?

Historically, around two-thirds of Fed hiking cycles have resulted in recession. We examine the...
By James Carrick
19 May 2022
3 min read
The importance of risk management
Emiel van den Heiligenberg
Investment strategy

The importance of risk management

A recent shark-diving experience highlighted the value of preparation and a cool head when dealin...
By Emiel van den Heiligenberg
06 May 2022
4 min read