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Research & Investment Strategy

22 January 2020

January Investment Strategy - Reining in animal spirits

The world economy is breathing better but is not ready for a sprint.

Research & Investment Strategy

16 January 2020

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

Research & Investment Strategy

15 January 2020

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...

Research & Investment Strategy

17 December 2019

December Investment Strategy - It is getting (a bit) clearer

Good news on two major headwinds which defined 2019: trade war, and Brexit.

Research & Investment Strategy

13 December 2019

Johnson wins UK General Election - Brexit and the cost of election promises

The UK outlook under a renewed Tory government

Research & Investment Strategy

06 December 2019

Lebanon in the eye of the storm

Lebanon is experiencing its largest street protests since the end of the civil war. The country is struggling with economic stagnation, and its fractious and corrupted political system has failed to ...

Research & Investment Strategy

29 November 2019

Latin America’s socio-economic turmoil follows the region’s structural decline

Latin America struggles. Since the end of the commodity fuelled economic boom six years ago, economic stagnation has settled in the region.

Research & Investment Strategy

25 November 2019

Fragile 20-20 vision

An interim trade deal between the US and China should ease global trade winds. Combined with stimulus enacted over a range of economies, we expect a stabilisation and modest rebound in global activit ...

Research & Investment Strategy

19 November 2019

A European Climate Emergency Fund

The European Commission estimates the transition to a “low CO2” economic model would entail an investment effort of around 1.5% of GDP annually until 2030. This calls for creating a new long-term fun ...