Read our analysis of the latest global economic news and events. These insights provide the context for your investment choices and those of our investment teams.
Is value investing dead?
While investors have been rewarded for buying undervalued stocks in the past, ‘value’ has struggled relative to ‘growth’ ever since the global financial crisis. Our UK, European and Asian & Emerging Market equities teams discuss.
Inflation: it’s not all about supply
The higher inflation that we are experiencing at present is not being caused by supply issues alone. In fact, supply has been fairly robust. So what’s the story behind the data? Mark McDonnell shares his thoughts.
This year’s Black Friday reflects changing consumer behaviour
As retailers entice consumers with plenty of deals on Black Friday, we take a look at consumer trends, and ask ourselves: can inflation spoil Christmas?
The top five questions clients are asking us now
Tapering, tightening and transitory inflation. As we enter the home stretch of an eventful 2021, these are some of topics that are generating questions from clients right now. Matt Brill shares his views on how these issues may impact core fixed income portfolios.
UK inflation insights
This morning’s Consumer Price Index (CPI) announcement revealed that UK inflation dipped last month, despite still being well above the Bank of England’s two percent target. We sat down with Neville Pike (UK Equities Product Director) and Georgina Taylor (Multi Asset Fund Manager) to hear their thoughts.
Upside-down theories of inflation
Central bankers hold the belief that the current level of inflation is transitory. But I believe this is an upside-down theory of inflation.
Four key forces should support low inflation for years to come
Inflation in the US and other countries has been high lately, raising the question of whether the low inflation era we have experienced since the 1990s is over.
The Fed appears to give with its left hand but take away with its right
In mid-June the Fed’s Federal Open Market Committee (FOMC) met to discuss the US economic outlook and to decide policy.
The long and the short of it: inflation or reflation
Find the answers to some pressing questions about inflation which almost certainly hold the key to the trajectory of bonds, stocks, currencies, as well as commodities.
Will savings power the post Covid-19 economic recovery?
We believe the recovery following the Covid-19 pandemic will be stronger than, for example, the recovery following the GFC, and stronger than consensus forecasts.
Risk & Reward - 1st issue 2021
As with all things new, factor investing in China holds a special appeal. Other articles in this issue address fixed income investing in times of low market yields, real estate sector investing, the merits of estimating the covariance matrix and how to capture multi-asset class factor premia.
Are inflation hawks flying blind?
At our recent webinar on inflation, John Greenwood, Arnab Das and David Millar gave an update on their latest thoughts on the subject. To find out more of their views, please read these Q&A blogs.
Yield curve control – a primer
What is yield curve control and how does it work? Read more
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