Developed Markets
Review, Reset, Revolution?
The single most important factor for national economies going forward is growth…
Read MoreGlass Half Full?
There are many reasons to look beyond the near-term negative of virus resurgence…
Read MoreThe Final Countdown?
From our perspective, the prospects of a trade deal with the EU are…
Read MoreContested Conclusions?
Through much of 2020, the macroeconomic backdrop, financial markets and, in some respects, life in general has been dominated by…
Read MoreRearLagarde Action?
Amid a sharply deteriorating virus – and by extension economic – backdrop for Europe, ECB President Christine Lagarde…
Read MoreEUR: A Changing Tide?
At the start of Q3 as the global economy began to emerge from the self-induced coma of lockdown…
Read MoreThe narrative propelling the euro remains unconvincing
The narrative propelling the euro remains unconvincing. The hype on the European Recovery Fund…
Read MoreThe unloved US equity rally
A widely held view in the market is that equities are due for a sharp correction, given the amount of underlying risks, such as…
Read MoreGlobal growth and equities
In our view, because the equity market is mostly forward looking, as long as this global health crisis is…
Read MoreUS asset prices should be skewed to the upside
The current health crisis is undoubtedly the most significant social and economic shock the world has…
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