2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece dsicusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.
17/06/2022 Economy & Markets 14-15 June FOMC meeting: Fed becoming worried about inflatio... Understanding the outcome of the June FOMC meeting and its market and implications.
16/06/2022 Economy & Markets A (stag?)flationary tantrum: assessing the current market se... We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...
10/06/2022 Equity Navigating an inflationary environment in US and global equi... Understanding the outcome of the May FOMC meeting and its market and implications.
9/05/2022 Economy & Markets 3-4 May FOMC meeting: 50bp interest rate hike is bullish for... Understanding the outcome of the May FOMC meeting and its market and implications
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.
27/04/2022 Geopolitics War and Net Zero offer opportunities across the commodity un... Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.