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Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
June Monthly Investment Strategy - The times they are a-changin’
- by David Page, Hugo Le Damany,
- 26 June 2024 (10 min read)
June Op-Ed - Political risks get in the way of decent macro
- by Gilles Moëc, Chris Iggo
- 26 June 2024 (10 min read)
May Op-Ed - If you are bored by central banks, Tech remains interesting
- by Gilles Moëc, Chris Iggo
- 30 May 2024 (10 min read)
May Monthly Investment Strategy - Governments extend influence over outlooks
- by David Page, François Cabau,
- 30 May 2024 (10 min read)
April Op-Ed - Looking outside the West
- by Gilles Moëc, Chris Iggo
- 26 April 2024 (10 min read)
April Monthly Investment Strategy - US shifts outlook, who shall follow?
- by David Page, François Cabau,
- 26 April 2024 (10 min read)
March Op-Ed - Direction of travel confirmed
- by Gilles Moëc, Chris Iggo
- 27 March 2024 (7 min read)
March Global Macro Monthly - Inflation divergence to drive monetary tensions
- by David Page, François Cabau,
- 27 March 2024 (7 min read)
February Op-Ed - Exploring Exuberance
- by Gilles Moëc, Chris Iggo
- 28 February 2024 (10 min read)
February Global Macro Monthly - Policy Rules and Monetary Tools
- by David Page, François Cabau,
- 28 February 2024 (10 min read)
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.