196 insights found
01 April 2020
The return of the Quantitative Easing trade
Inflation linked bonds have performed well during the years of quantitative easing.
26 March 2020
March Investment Strategy - Preparing the recovery
The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...
18 March 2020
UK reaction : Chancellor announces next steps in "whatever it takes" strategy
Prime Minister Boris Johnson and Chancellor Rishi Sunak held a joint press conference where a further package of economic support was announced for the economy.
04 March 2020
Coronavirus – 28 days later
On 5 February we published our first tentative assessment of what Covid-19 might mean for the global economy. At that time, there were 24,500 cases reported globally, of which 220 were reported outsi ...
27 February 2020
February Investment Strategy - Central bank put, again…
Twice in 10 days the Chinese authorities have changed the way new Covid-19 cases are counted in Hubei, which means that most of the “epidemic projection” exercises, which have been so popular in the ...
19 February 2020
Tomorrow Augmented: What is the 2019 Word of the Year?
Last year we revealed our inaugural Word of the Year by using our proprietary natural language processing (NLP) framework
13 February 2020
Coronavirus – impact on Asia
The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets
10 February 2020
Coronavirus – tracking the path, anticipating the impact
Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...
29 January 2020
Investing in emerging markets: Myths, opportunities and misconceptions