Developed Markets
Inflation vs. Growth: The policy path of least regret?
Over the past months we have written at length about the relationship and the global sensitivities between inflation and growth…
Read MoreEpisode 45: The Long & Short of the Week Ahead
Episode 45: Growth – What are the implications of monetary policy response to inflation?
Read MoreInflation vs. Growth: Are we at an impasse?
The macro backdrop remains complex, with the Mexican Standoff between inflation and growth at the heart of the debate…
Read MoreEpisode 44: The Long & Short of the Week Ahead
Episode 44: Diverging forces with markets and macroeconomics
Read MoreRisk Asset Outperformance: Less TINA, More TERESA?
Over recent weeks, markets have been very complex…
Read MoreEpisode 43: The Long & Short of the Week Ahead
Episode 43: Neil Staines, Senior Portfolio Manager, looks forward to Central Bank commentators, China data…
Read MoreAre Investors Facing a Shortage of Risk-On Assets?
In his latest blog, Neil Staines asks: Are investors facing a shortage of risk-on assets?
Read MoreEpisode 42: The Long & Short of the Week Ahead
Episode 42: Focus returns to the UK this week as…
Read MoreHow Narrow is the Path for USD Outperformance?
In his latest blog, Neil Staines asks: How Narrow is the Path for USD Outperformance?
Read MoreEpisode 41: The Long & Short of the Week Ahead
Episode 41: Chinese economic data and all eyes on the Federal Reserve…
Read More