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Monthly Investment strategy

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Research & Investment Strategy

24 July 2019

July Investment Strategy - Prevent horizon: US sidesteps recession for now

The US economic slowdown remains modest – the world’s largest economy looks set to avoid a recession in the next 12 months, thanks to the Fed’s monetary easing

Research & Investment Strategy

21 June 2019

June Investment Strategy: This war talk’s spoiling all the fun

The US economy is still strong, whereas the Eurozone shows weakening signs

Research & Investment Strategy

21 May 2019

May Investment Strategy: Dealing with the governments we deserve

US-China tensions are back with a new round of tariff increases and threats of further escalation

Research & Investment Strategy

25 April 2019

April Investment Strategy: China in a bull shop

With the “policy put” in place (dovish US Federal Reserve and European Central Bank, fiscal stimulus in China and Eurozone), we have been waiting for signs of a cyclical upswing… getting us to focus ...

Monthly Investment strategy

22 March 2019

March Investment Strategy: Liquidity: The tide is high as central banks hold on

From the European Central Bank’s tiny steps to the US Federal Reserve’s balance sheet policy, the liquidity tide is high.

Monthly Investment strategy

21 February 2019

February Investment Strategy: Eurozone slowdown risks an ECB stalemate

When unfavourable one-offs and soft patches last, later becomes never

Research & Investment Strategy

25 January 2019

January Investment Strategy: US slowdown to dodge recession

The extreme polarisation of politics has also led to the longest government shutdown in US history

Monthly Investment strategy

20 December 2018

December Investment Strategy: A Year of No Returns

When the quantitative easing goes out: 2018 has been unique in terms of the breadth of negative returns across assets.

Monthly Investment strategy

23 November 2018

November Investment Strategy: Waving goodbye to peak global growth

Looking ahead to the last lap of the cycle