Asset Allocation Views
Our Overall View We continue to favour equities over fixed income in recognition of their leverage to a sustained global economic...
Market Commentary - May 2021
The pandemic continued to dominate discourse in April as case numbers globally reached record daily levels, but the impact became...
Understanding the Economic Cycle and Recessions
The jobs report has come out and looks very healthy, inflation is still below 2%, yet many strategists still believe that a recession is...
Bulls, bears and what it all means
We recently produced the following for our clients as part of an 'Investor Insight' series and thought it quite topical and worth sharing...