12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
27/04/2022 Economy & Markets Adding to the debate: “Is the Fed behind the curve"? Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a rec... The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...
17/03/2022 Economy & Markets 15-16 March FOMC review: we have full throttle lift off Understanding the outcome of the March FOMC meeting and its market implications
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
9/03/2021 Equity The unique time for US value: rotation from growth plus inno... The rotation towards value is a key theme of our 2021 investment outlook.
