A good start to 26, prices held in spite of lofty valuations and some big ticket events ended benignly. What lies ahead –the pace of capital flight, its dollar impact and global convergence dynamics. What country discounts / premiums are sustainable, how will partners react to terms of trade, and which security strategies in defence, technology and governance are likely to prevail. Markets will consider that conditions remain positive for asset allocation until something dera

Preponderance should prove to be accurate. Equity earning expectations are high but still appear achievable. AI investment needs to show...

Across many geographies, the central bank medicine cabinet is now better stocked and has caught up with likely inflation expectations....

We start 2022 with a diminished risk of further shutdowns but are still living with substantially different economic realities. Further...

The strength of the equity recovery is welcome and confirmation that a solution is in hand. The significant global fiscal stimulus...

A difficult winter, market euphoria drained over quarter one, based on forward market forecasts of global slowing momentum and some minor...

Year to date markets have recorded double digit performance in line with improving fundamentals, as forecasters turn to 2018, the first...

The Q3 asset allocation is nearly completed. Bonds have performed better than many expected and equities over a 12m horizon are well...