Quarterly Outlook

Beware the Ides of March… The past 12 months has seen a swift withdrawal of the loose monetary policies adopted by central banks globally, and

Introduction……  Year-to-date losses for stock and bond markets accelerated in the third quarter, with the MSCI World index finishing Q3 down by 6.6% in dollar

Introduction……  As the opening quarter of the year draws to a close and we enter Q2, we reflect on what has definitely been a memorable

The third quarter was a much more volatile quarter as we had expected in our half-year forecast. Over the course of Q3 we saw risk

Risk assets have seen a broadly positive start to 2021, and while we acknowledge that it has not been a simple and straight forward ride

2020 Chapter 4… The 2020 journey so far has been an extremely interesting and memorable one from the point of view of investment markets and

Summary Since our 2020 investment note in January, things around the world have changed dramatically, we have all been presented with a very unique situation

Summary Global Equity markets have started the year exceptionally well, helped by progress on US-China trade talks, the dovish pivot from global Central Banks, better