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Weekly market update – Will recession risk stay the central banks’ hands?
WEEKLY
MARKET UPDATE 11.08.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – Will recession risk stay the central banks’ hands?

Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While...

CHI LO
| 11.08.2022
The Hong Kong dollar peg: Your questions answered
FRONT OF MIND | Blog - 3 Min

The Hong Kong dollar peg: Your questions answered

The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the...

CHI LO
| 08.08.2022
Asset allocation highlights – Expectations out of line
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation highlights – Expectations out of line

Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and...

MAYA BHANDARI
+1 other(s)
| 02.08.2022
Weekly market update – Worrywarts may yet smile
WEEKLY
MARKET UPDATE 28.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Worrywarts may yet smile

Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult...

DANIEL MORRIS
| 28.07.2022
Mid-year outlook takeaways – Chronicle of a recession foretold
MID-YEAR
INVESTMENT OUTLOOK
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Mid-year outlook takeaways – Chronicle of a recession foretold

Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question...

DANIEL MORRIS
| 26.07.2022
Weekly market update – Central banks tighten monetary policy
WEEKLY
MARKET UPDATE 21.07.2022
FRONT OF MIND | Blog - 5 Min

Weekly market update – Central banks tighten monetary policy

Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the...

ANDREW CRAIG
| 21.07.2022
Weekly investment update – The credibility of the US Fed and a 100bp rate rise
WEEKLY
MARKET UPDATE 14.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update – The credibility of the US Fed and a 100bp rate rise

US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up...

CHI LO
| 14.07.2022
Asset allocation video – Recession: The numbers say ‘soon’. Or do they?
PORTFOLIO PERSPECTIVES | Video - 2 Min

Asset allocation video – Recession: The numbers say ‘soon’. Or do they?

Expectations are rising that a recession is around the corner, but current economic conditions do not correspond with that outlook:...

DANIEL MORRIS
+1 other(s)
| 11.07.2022
Weekly investment update – Post Fourth of July blues
WEEKLY
MARKET UPDATE 07.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update – Post Fourth of July blues

First-half returns on equities and bonds were frankly disastrous. Furthermore, establishing a reliable scenario that can stand the test of...

NATHALIE BENATIA
| 07.07.2022
Weekly investment update – What’s the word?
WEEKLY
MARKET UPDATE 30.06.2022
FRONT OF MIND | Blog - 2 Min

Weekly investment update – What’s the word?

Two words have battled for supremacy in investors’ minds over the course of the year: ‘Recession’ and ‘inflation’. The higher...

DANIEL MORRIS
| 30.06.2022
Inflation runs amok! An infographic
FRONT OF MIND | Infographic - 1 Min

Inflation runs amok! An infographic

Just a year ago, inflation appeared high but under control. Published annual consumer price rises stood at 2% in the...

Asset allocation video – Taking risk off the table
PORTFOLIO PERSPECTIVES | Video - 2 Min

Asset allocation video – Taking risk off the table

Higher yields, worries about rising inflation and slowing growth, and the prospect of more - and larger - US rate...

MAYA BHANDARI
+1 other(s)
| 17.06.2022