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Research & Investment Strategy

01 April 2020

The return of the Quantitative Easing trade

Inflation linked bonds have performed well during the years of quantitative easing.

Research & Investment Strategy

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 ...

Research & Investment Strategy

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.

Research & Investment Strategy

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 ...

Research & Investment Strategy

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 ...

Research & Investment Strategy

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

Research & Investment Strategy

13 February 2020

Coronavirus – impact on Asia

The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets

Research & Investment Strategy

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 ...

Research & Investment Strategy

29 January 2020

Emerging Thoughts

Investing in emerging markets: Myths, opportunities and misconceptions