Developed Markets (15)

Geopolitical rupture in Europe: long-term investment implications
ESG and long term themes

Geopolitical rupture in Europe: long-term investment implications

We need to remain humble and nimble as we assess the changing investment landscape and seek to...

By Sonja Laud

19 May 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
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
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read
Coronavirus – the economic and market impact
Economics

Coronavirus – the economic and market impact

What sort of economic impact will the coronavirus and associated disruption have?

By Ben Bennett

06 Feb 2020

4 min read

Coronavirus, US primaries and the market outlook
Ben Bennett
Economics

Coronavirus, US primaries and the market outlook

Despite the supportive macro backdrop, selling into strength appears a sensible policy, underline...
By Ben Bennett
31 Jan 2020
3 min read
UK election: market and macro implications
Economics

UK election: market and macro implications

Finally, we have received some certainty over the Brexit process – at least over the near term. W...
By Sonja LaudHetal Mehta
13 Dec 2019
3 min read
Why event risk dominates the investment outlook
Ben Bennett
Economics

Why event risk dominates the investment outlook

As investors grapple with an array of scenarios with unpredictable outcomes, we retain our modest...
By Ben Bennett
21 Oct 2019
3 min read