Economics

Signposts for a soft US landing
Economics

Signposts for a soft US landing

A recession next year is our base case for the world's largest economy. However, what indicators...

By Tim Drayson

31 Aug 2022

3 min read

Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
By Lars KreckelTim Drayson
07 Apr 2022
3 min read
US rates: Beyond neutral
Tim Drayson
Economics

US rates: Beyond neutral

Markets are embracing a faster pace of Federal Reserve (Fed) hikes, but we believe the unique US...
By Tim Drayson
28 Mar 2022
3 min read
How inevitable is European recession?
Ben Bennett
Economics

How inevitable is European recession?

Given the ongoing geopolitical tensions, a sense of caution - not just over Europe but elsewhere ...
By Ben Bennett
11 Mar 2022
3 min read
Ukraine conflict: the inflation dimension
Economics

Ukraine conflict: the inflation dimension

In the second post of our blog series, we look at how Russia's invasion of its neighbour might...

By Christopher Jeffery

01 Mar 2022

3 min read

Will COVID cut short China's economic rebound?
Matthew Rodger
Economics

Will COVID cut short China's economic rebound?

In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in...
By Matthew Rodger
28 Jan 2022
3 min read
Maximum employment
Tim Drayson
Economics

Maximum employment

The US Federal Reserve's (Fed's) hawkish pivot has gathered pace in recent weeks as inflation and...
By Tim Drayson
13 Jan 2022
3 min read
Omicronomics: the central bank response to the mutating virus
Christopher Jeffery
Economics

Omicronomics: the central bank response to the mutating virus

If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
By Christopher Jeffery
17 Dec 2021
4 min read