Investment Research & Insights

Insights

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20 Jul 2020  |  

Next moves

The 2020 global recession will be severe but the policy response has been quick and substantial. What can we expect next in economies, policies and politics?… Read more
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Between 9 September 2008 – a few days before the collapse of Lehman Brothers – and 27 May 2020, the… Read more
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09 Apr 2020  |  

Beyond the pandemic

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

Inviews

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In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.… Read more
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In this publication we consider significant developments in the world’s markets, and discuss our key… Read more
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11 May 2020  |  

Inview - Global House View - May

In this publication we consider significant developments in the world’s markets, and discuss our key… Read more
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In this publication we consider significant developments in the world’s markets, and discuss our key… Read more
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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)
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The discontinuation of the Swiss franc/euro minimum exchange rate policy by the Swiss National Bank… Read more
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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

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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

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Global economic data improved over the summer, often exceeding… Read more
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28 Aug 2020  |  

The Fed’s new policy framework

Chairman Powell in his speech to the Jackson Hole conference announced several improvements to the… Read more
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The surprising increase of July eurozone inflation is due to… Read more
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06 Aug 2020  |  

A comment on the MPC

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04 Aug 2020  |  

A Comment on Q2 GDP

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Few could have anticipated the spread and impact of the novel… Read more
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24 Jun 2020  |  

Brexit Note

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08 Jun 2020  |  

ECB: Mind the gap

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Investor sentiment has understandably been dominated this year with all manner of things related to… Read more
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Argentina faces once again the prospect of a sovereign debt default, the ninth in its history. The… Read more
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