Search results for 'EM'

Search results 51-60 of 68
Feeling cheated in the UK?
UK government finances are in poor shape and have been further impacted by Bank of England losses on past asset purchases. Read more.
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Q&A: Bonds are for the bold?
Bond yields have continued to rise in recent months, but the time to buy has arrived, argues Kaspar Hense.
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A hurting world
With volatility increasing against a backdrop of elevated macro and geopolitical uncertainty, we think it makes sense to proceed with caution.
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Party like it's 1989?
Volatile political situations in the US and Europe continue to trouble investors, while policymakers continue to deal with the fallout from past QE.
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Bear market - or just a fake?
The last couple of weeks have witnessed some interesting macro developments, which may have caught the investing consensus offside.
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Kane unable – bring on the Euros!
The market backdrop has been relatively quiet but we think there’s a lot riding on the upcoming inflation story.
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Running hot
We continue to challenge a narrative that monetary policy travels up the stairs but down the elevator.
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Not a great week for bald white men
It can be easy to get sucked in by market momentum and maintaining discipline is always paramount in the pursuit of success.
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Time for a change in tune
Many investors bought into a soft landing scenario during the course of the summer. However, such an outcome may always be difficult to expedite.
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A spritely economy and geriatric politicians
With equities buoyant and bitcoin rampant, our conversations with policymakers have focussed on the theme of US growth exceptionalism.
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