Recession (64)

What my clients are doing about inflation
Investment strategy

What my clients are doing about inflation

Investing theory is one thing, but human behaviour is quite another. A senior sales manager share...

By Matthew Kemp

22 Sep 2022

3 min read

What will the Bank of England do next?
Markets and economics

What will the Bank of England do next?

We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of Engla...
By John RoeHetal Mehta
09 Aug 2022
3 min read
Markets rally amid recession fears
Markets and economics

Markets rally amid recession fears

Maybe, just maybe, we have gone past peak pessimism and peak volatility for now. However, we...
By Emiel van den HeiligenbergTim Drayson
03 Aug 2022
3 min read
Active Strategies Q3 Outlook: all change, please
Colin Reedie
Markets and economics

Active Strategies Q3 Outlook: all change, please

If the market regime is changing, it may be time to pick your battles.
By Colin Reedie
21 Jul 2022
2 min read
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

Pervasive gloom: just how bad is the US outlook?
Tim Drayson
Markets and economics

Pervasive gloom: just how bad is the US outlook?

Consumer confidence is falling and market jitters around recession risks have increased. But at...
By Tim Drayson
30 Jun 2022
3 min read
Geopolitical rupture in Europe: long-term investment implications
Sonja Laud
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