Developed Markets
Out of the Woods?
The world is a very complicated place at the moment. Indeed, what began as an immediate and acute threat…
Read MoreEpisode 19: The Long & Short of the Week Ahead
Episode 18: A focus on the UK, China data and global politics, join Neil Staines, Senior Portfolio Manager…
Read MoreA Glimpse at the Future?
The UK is the first major economy to actively tighten fiscal policy in order to address the Covid related…
Read MoreEpisode 18: The Long & Short of the Week Ahead
Episode 18: Central banks, data from Europe and China, and focus on US policy – join Neil Staines, Senior Portfolio Manager…
Read MoreBetween the Lines?
In the very short-term EUR bulls may well ‘enjoy the silence’ ahead of the FOMC, but like many current factors, we see this as transitory…
Read MoreEpisode 17: The Long & Short of the Week Ahead
Episode 17: Growth, Policy and Risk – from China PMIs to US payroll data, join Neil Staines, Senior Portfolio Manager…
Read MoreThe Rise in Fall?
Come Labor Day, St Leger’s Day, or even September FOMC Day, we expect markets will have a stronger rationale to buy (USD and stocks)…
Read MoreWhy is the CHF so Strong? A Balance Sheet Explanation
Extract from our “Why is the CHF so Strong? A Balance Sheet Explanation” research paper, published 18th February 2021…
Read MoreEpisode 16: The Long & Short of the Week Ahead
Episode 16: Neil Staines looks ahead to the China’s trade data print, US inflation and UK GDP…
Read MoreBanking on the Recovery?
Despite the unseasonably inclement weather in the UK over recent weeks, there is a distinct…
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