Jan 6, 2020 11:31 am
• President Trump’s unprecedented intervention raises the stakes massively with Iran • The President has gambled with the world’s well being • A spike in oil prices raises the risk of higher inflation and lower global growth • Gold is the obvious winner • Massive Australian bush fires highlights again the substantial risks from climate…
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Dec 13, 2019 10:55 am
• The Conservative Party on track for a significant majority. • The Labour party’s prevarication on Brexit and somewhat extreme socialist policies fail to impress • Sterling rebounds smartly and may be on track to $1.40 • UK equities, particularly those focused on domestic growth have room for upside after perennial underperformance • Next up…
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Dec 9, 2019 12:44 pm
Our quarterly asset pairs methodology is a key input into the formation of our investment strategy forecast and provides insights into relative attractiveness between asset pairs, and preferences within asset classes. Equities Vs. Bonds Valuations Remain Expensive While Relative Valuation Remains at Neutral Equity markets have delivered strong returns over the past few months. As…
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Dec 5, 2019 12:18 pm
Contrary to street expectations, the Reserve Bank of India today decided to maintain the policy repo rate to 5.15% with a unanimous vote in favour of keeping rates unchanged. The MPC also kept the monetary policy stance unchanged at “accommodative”, with an objective of achieving a medium-term target for CPI of 4% within a band…
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