30/09/2022 Geopolitics Upheaval in the global FX regime The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required...
26/06/2020 Global Outlook H2 2020 Investment Outlook - Investing during a de-freezing ... The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.
6/02/2020 Capital Market Assumptions Asset Classes Views: Detecting Tipping Points The report highlights the causal relationships between macro-economic factors and long term trends in asset prices, incorporating the latest discussions...
22/11/2019 Global Outlook 2020 Investment Outlook - Be agile to cope with diverging sc... After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade...
18/06/2019 Emerging Markets Investing in the changing shape of Emerging Markets The emerging markets (EM) universe has experienced significant changes in the last decade with the further addition of investible countries (ie China...
11/06/2019 Economy & Markets The Road Back to the 70s Implications for Investors History shows that the economy and financial markets are dominated by long-term regimes that at some point come to a break point, where one regime gives...