Macro Research
Emerging Markets – It’s Complicated
This week has been undoubtably complicated for risk assets in general, which has fed into the emerging markets…
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…
Read MoreOut 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…
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