Investment Research & Insights

Insights

Search:  

Author: News

Beyond the pandemic.JPG
09 Apr 2020  |  

Beyond the pandemic

The coronavirus pandemic is a major shock to the world economy and financial markets. Its impact… Read more
Green.jpg
A key focus of 2020 will, we think, be ‘green spending’. It is set to move to the forefront in… Read more

Inviews

Search:  

Author: News

April Inview.JPG
In this publication we consider significant developments in the world’s markets, and discuss our key… Read more
Feb Inview.JPG
In this publication we consider significant developments in the world’s markets, and discuss our key… Read more Inview_Feb_2020.pdf (1.56 MB)
SNB Swiss Franc shock.jpg
The discontinuation of the Swiss franc/euro minimum exchange rate policy by the Swiss National Bank… Read more
Jan Inview.JPG
In this publication we consider significant developments in the world’s markets, and discuss our key… Read more Inview Jan 2020.pdf (1.32 MB)

Outlooks

Search:  

Author: News

2020 outlook.jpg
20 Dec 2019  |  

2020 Outlook

Each December, we review the Outlook we presented a year earlier. In 2019 our predictions proved… Read more

Macro Flash Notes

Search:  

Author: News

Oil Investors macro flash notes.JPG
In this Macro Flash Note, GianLuigi Mandruzzatto looks at different ways to profit from the higher oil prices.… Read more
Playing chicken with Turkey macro flash notes.JPG
17 Apr 2020  |  

Playing chicken with Turkey

The risks to financial sustainability in Turkey have risen in the last few weeks. The main reason for concern is the drawdown of foreign currency reserves following the central bank's attempt to support the Turkish lira amid high global uncertainty.… Read more
Global Growth macro flash notes.JPG
In this Macro Flash Note, Daniel Murray and Joaquin Thul discuss the IMF's latest forecasts and compare with some recently produced private sector estimates.… Read more
Tourism and Covid 19 macro flash note.JPG
15 Apr 2020  |  

Tourism, public debt and Covid19

It is now recognised that once the coronavirus epidemic has been brought under control and health systems are no longer under stress, many governments will decide to gradually reopen their economies.… Read more