Is the US about to move into recession?
Our Chief Economist, Steven Bell, argues that a recession is needed to bring US wage inflation under control.
2023 Outlook: Topping up the piggy bank
We explore recent market moves and ask what higher inflation and interest rates mean for financial markets. Is your money better in a piggy bank or do bonds and equities offer value?
Do you believe in Santa Pause?
The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
Multi-Manager People’s Perspectives
It has been a busy week before hopefully it all goes quiet for Christmas – we have seen inflation data in the US and UK, along with central bank meetings in the US, UK and eurozone.
Making better investments with ESG
We firmly believe that active managers adding environmental, social and governance (ESG) analysis improves their investment process.
Closing Bell – where next for financial markets?
We look at market returns in 2022, assess the likely severity of any economic recession and ask what factors may prompt a turning point.
Is US inflation under control?
As we commence on this huge week for markets when the big three central banks meet, our Chief Economist, Steven Bell, considers the essential question, Is US inflation under control?
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Multi-Manager People’s Perspectives
It has been a been a positive week for financial markets, rounding off a strong month of returns in November.
Relative stability to close out the year
Robert Plant, Multi-Asset Solutions, examines 5 charts of key indicators, to see what they can tell us about the future path of interest rates and the likely length and severity of impending recession.
