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Latest news and insights
Fahad Hassan
Nov 8, 20212 min read
November Comment: Equities at an all- time high
October saw many equity indices make new all-time highs as better than expected earnings and waning concerns on inflation helped lift...
Charlie Parker
Oct 13, 20213 min read
October Comment: The disorderly uncorking
The global economy experienced a slowdown worse than anything seen in living memory during the pandemic but in the past six months it has...
Fahad Hassan
Sep 23, 20212 min read
Bogeymen, blunders and black swans
The last few months has seen an escalation in equity market volatility. The delta variant, concerns about Fed tapering and China’s policy...
Victoria Hayes
Sep 13, 20213 min read
Under the Hat: 'Flation. Which sort and does it matter?
One of the many “known unknowns” circulating the planet is the direction, magnitude and longevity of inflation. Another known unknown is...
Fahad Hassan
Sep 7, 20212 min read
September Comment: Never been better, but you wouldn't know it
The summer months have been kind to the global economy with much of the world seeing a surge in activity. The delta variant continues to...
Fahad Hassan
Aug 5, 20213 min read
August Comment: Delta spreads, profits surge and China clamps down
The Delta variant appears to have given COVID-19 a new lease of life. Just as the developed world was set to relax restrictions, new...
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