We are proud to share our news, achievements and financial insights. We believe in uncommon thinking and look at issues from all angles. You can find our latest updates below.
August 2024: Investment Roadmap
Our latest Roadmap shares our views on recession risk in the US. The US economy has decelerated since the spring, and the unemployment rate has risen. However, this slowdown...
July 2024: Investment Roadmap
Our July Roadmap sets out our market views for the second half of the year and into 2025. The very strong equity market returns in the first half owe...
Podcast: In Conversation with Andy Haldane
In this conversation Richard Urwin interviewed Andy Haldane, the recently-appointed Chief Executive of the Royal Society for Arts and former Chief Economist at the Bank of England. In this...
Podcast: Financing the Covid-19 Crisis
In this podcast Richard Urwin and Lord Gus O’Donnell discuss the pathways to and implications of funding the Covid-19 crisis. Gus O’Donnell served Prime Ministers Tony Blair, Gordon Brown...
Podcast: Navigating the Chinese equity market
In this conversation, Richard Urwin and Michelle Leung discuss the investment case for Chinese equities as well as the unique characteristics and challenges of investing in China. Michelle is...