Recession (56)

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

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
Taking stock of our bullish view
Emiel van den Heiligenberg
Investment strategy

Taking stock of our bullish view

Taking a step back from day-to-day market movements, we have reflected on our team's overall...
By Emiel van den Heiligenberg
14 Feb 2022
3 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
The Delta variant’s spread and the implications for risk assets
Investment strategy

The Delta variant’s spread and the implications for risk assets

The measures that China may take to contain the COVID-19 variant could disrupt global growth....

By Emiel van den Heiligenberg

06 Aug 2021

4 min read

Cycle kilter, qu’est-ce que c’est?
Investment strategy

Cycle kilter, qu’est-ce que c’est?

With the US having emerged from its pandemic-induced recession in record time, we review our...
By Josh LoganChristopher Teschmacher
28 Jul 2021
4 min read
Going backwards to go forwards
Economics

Going backwards to go forwards

What can reversing our usual analytical process tell us about where we are in the economic cycle?...
By Francis ChuaChristopher Jeffery
12 Apr 2021
3 min read
Economic scarring or cosmetic surgery?
James Carrick
Economics

Economic scarring or cosmetic surgery?

Economic wounds – like those to our skin – tend to result in persistent scarring. Unprecedented...
By James Carrick
12 Jan 2021
3 min read