MACROECONOMICS
Rising gilt yields pose fiscal challenges for UK government
UK long-term borrowing costs have reached their highest levels since 1998,...
Investment Talks....2025: Optimism, disruption, and Trump 2.0
Join us shortly after the new president’s inauguration to dissect the outlook...
UK government bond yields reach multi-decade highs: what it means for investors
What are the implications of the recent surge in UK government bond yields...
How innovation will influence markets in 2025
What lies ahead for global markets and economies in 2025?
Exploring opportunities in the Santa Rally
Is December the perfect time to invest in UK equities?
Adapting to protectionism: the future of trade finance
How might increased tariffs reshape global trade finance?
How sustainable investments are shaping the future economy
How are investments in renewable energy and healthcare shaping sustainable...
US jobs growth poised for a bounce back
Will the November jobs report signal a revitalised US labour market?
The impact of trade tensions and inflation on European markets
How are inflation and trade tensions shaping Europe’s economic landscape?...
How Trump's fiscal and trade policies may impact markets
How will Donald Trump’s 2024 policy agenda affect deficits, taxes, and...
Bank of England faces inflation challenge after October data
UK inflation rises to 2.3%, exceeding expectations and the Bank of England’s...
Value investing is working again
Value stocks have been outperforming growth stocks since November 2020....
