744 publicaciones disponibles
20 de enero de 2020
The delicate art of ghostbusting
The ghosts in the machine: zombie firms, unable to cover their debt servicing costs with their current earnings, can significantly deplete potential growth.
17 de enero de 2020
It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...
16 de enero de 2020
Bank of England signals January rate cut
• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.
15 de enero de 2020
US-China: A silver lining in a strained relationship
A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...
13 de enero de 2020
Previewing the Strategy Review
The global dataflow is not changing much, between still struggling manufacturing and resilient services. But at least the balance of risk has improved since the central banks’ latest stimulus. They h ...
10 de enero de 2020
Growth better, returns maybe not
Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.
6 de enero de 2020
New year, old issues
US elections: middle-class hunting is conducive to fiscal adventures.
19 de diciembre de 2019
Data privacy: Trust is hard earned, easily lost
Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.
17 de diciembre de 2019
December Investment Strategy - It is getting (a bit) clearer
Good news on two major headwinds which defined 2019: trade war, and Brexit.