Our June Roadmap focuses on the implications for global equity allocation in the event of a weaker dollar. Currencies are not in general the main driver of relative equity market performance, but in the event of a significant rise in US-specific economic or political risk, a weak dollar would be likely to compound weakness in relative equity market performance.
Read the full Investment Roadmap here.
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures....
This month’s long read focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we...