Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Economic forecasts
William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
Covid-19 index: when might life return to ‘normal’? – May 2021
With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.
Covid-19 index: when might life return to ‘normal’? – April 2021
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Covid-19 index: when might life return to ‘normal’? – March 2021
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
Developing capital markets make China an exciting option
With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities
