Long & Short
And Then There Were None?
The complexities of the current global macro backdrop are starting to seem more than transient…
Read MoreEpisode 24: The Long & Short of the Week Ahead
Episode 24: China Q3 GDP and retail sales data, the UK and GBP, and global PMIs – join Neil Staines, Senior Portfolio Manager…
Read MoreDivergent Complexities?
Often when we refer to things as complex, it is because we do not fully understand them…
Read MoreEpisode 23: The Long & Short of the Week Ahead
Episode 23: The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB – join Neil Staines, Senior Portfolio Manager…
Read MoreHard Yards and Difficult Choices?
Step forward, the Bank of England…
Read MoreEpisode 22: The Long & Short of the Week Ahead
Episode 22: Central Bank divergence, politics, geopolitics and US payroll data – join Neil Staines, Senior Portfolio Manager…
Read MoreSintra-Spective?
Market sentiment continues to be driven by the global central bank narrative…
Read MoreEpisode 21: The Long & Short of the Week Ahead
Episode 21: The German elections, China’s September PMI data and focus on the US – join Neil Staines, Senior Portfolio Manager…
Read MoreThe (Old) Lady and the Hawk?
With very little top tier data on the calendar this week there was a distinct shift in the focus of markets…
Read MoreEpisode 20: The Long & Short of the Week Ahead
Episode 19: Geopolitics, Central Banks and growth come into focus this week as Neil outlines…
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