Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...

If investors were hoping for an early visit from Santa, they are likely to have been disappointed...

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...

Despite the supportive macro backdrop, selling into strength appears a sensible policy, underline...

Finally, we have received some certainty over the Brexit process – at least over the near term. W...

As investors grapple with an array of scenarios with unpredictable outcomes, we retain our modest...