Asset Allocation Monthly

Asset Allocation Monthly

🕔16:29, 18.Nov 2021

In the short term, we are concerned that confidence in the growth outlook will wane, particularly given the recently weaker data in China, ‘stagflation risk’, and an earnings season dominated by the ‘margins squeeze’ story.   Visibility on the outlook has

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A new dawn for Europe? Strategies to invest in European assets

A new dawn for Europe? Strategies to invest in European assets

🕔12:23, 18.Nov 2021

Themes for Q4 and beyond for Europe  Covid-19 cases are surging but the risk of generalised lockdowns is limited  Robust Eurozone growth, will peak in 2021 and moderate in 2022-23

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The Aerial View: Future-Proofing the U.S. Treasury Market

The Aerial View: Future-Proofing the U.S. Treasury Market

🕔10:21, 18.Nov 2021

Recent stresses in U.S. Treasury trading have been incongruous with a market that holds itself out as the deepest and most liquid in the world. For those trading in March 2020, it was surprising how the pandemic-induced panic threatened the

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Fed announces start of tapering

Fed announces start of tapering

🕔08:51, 18.Nov 2021

At its November meeting, the Federal Open Market Committee (FOMC) of the US Federal Reserve (Fed) left the target range for the federal funds rate at 0.00-0.25%. The Fed maintained its guidance on the policy rate, saying it expects to

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