Russian Invasion - Investment Market CommentaryRussia’s invasion of Ukraine has been rapid and dramatic, but the likely economic consequences will be slower to materialise and by...
Russia attack Ukraine - Effect Equity MarketsEquities were sharply lower across the globe following Russia's attack on Ukraine. Risk assets sold off by around 3% and most share...
AGENDA 2022 - OUR VIEWS & BRIEFGrowth will slow in 2022 but settle at an above-trend rate for the second consecutive year. We expect the US to outperform Europe and...
LOWER FOR LONGER - STILL.....The lower for longer theme faced its greatest challenge yet last year. The tussle between labour and capital for the spoils of growth was...