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Research Briefing

Asset Allocation Key Themes 2024 – Risky assets are not out of the woods

Research Briefing

Quick Take: Pricing of Fed cuts has gone too far

Video

Dollar bears will be disappointed in 2024

Research Briefing

A weaker dollar hinges on better global growth prospects

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Global Key Themes for 2024 | Beyond the Headlines

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The worst may be yet to come for interest-sensitive sectors

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Disinflation will force ECB to cut rates earlier than expected

Research Briefing

Quick Take – US correction to continue

Research Briefing

Australian asset prices and geopolitical tensions pose key downside risks

Video

An earlier ECB pivot presents yield curve opportunities

Research Briefing

Central banks on alert for any further curve bear steepening

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Long-term forward rates have risen too far

Portrait of Benjamin Frankilin close-up shots from one hundred dollars banknote

Research Briefing

Long-term forward rates have risen too far globally

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Why we think equities are still expensive

Global: Why the real yield on private wealth will keep falling

Research Briefing

Why the real yield on private wealth will keep falling globally

beyond the headlines

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Why a Fed pause won’t drive equities higher

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UK fiscal rules

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Will global economic resilience last?

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Why local-currency bonds are our favourite EM asset

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Is now the time for short duration bonds?

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