12/20/2022

The end of globalisation?

These political upheavals were probably a turning point in the growing acceptance of the idea of de-globalisation among the elite.

12/20/2022

Turning the page on 2022

The persistence and impact of inflationary pressures was deeper than we anticipated, and will probably take US interest rates as high as 5% in 2023 as the Federal Reserve tips the economy into recession, weakening the housing

12/20/2022

Strategy blog: A monetary round-up

Policy rates for the ECB and SNB are now firmly back in positive territory in nominal terms, and were not negative at the Fed or BoE to begin with.

12/19/2022

New Year’s portfolio resolutions

The end of another turbulent year is a time both to reflect and to make plans, with many of us thinking about our New Year’s resolutions.