Weekly Perspectives: What happens when Japan hikes rates?
This week we take a closer look at Japan and the likelihood of an interest rate hike at the end of December.
Weekly Perspectives: Can we now move on from the UK budget?
Chancellor Rachel Reeves achieved her budgetary goals: – the OBR is happy, markets are calm, and Labour backbenchers are content. But is that good enough?
Weekly Perspectives: Will this week’s Budget fix the UK?
This week we focus on Wednesday’s UK Budget. The date was announced back on 4 September and that feels like a long time ago.
Weekly Perspectives – Split signals: why the BoE is set to cut, while the Fed may have to wait
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
Weekly Perspectives: Looking through the mist
It appears the US government is poised to reopen, with a vote in Congress over the weekend the first step towards this happening.
Weekly Perspectives: China – playing your cards right
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
Weekly Perspectives: Around the World in 240 seconds
This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.
Soft landings or speedbumps?
Our central view remains constructive. We explain why we are positive and how our portfolios are positioned.
Weekly Perspectives: Déjà vu in France…How long will this government last?
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
Weekly Perspectives: Navigating the US government shutdown
This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
