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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
In this Economics Weekly, Richard de Chazal contrasts the philosophical approaches taken by more recent Fed chairs with the approach that Kevin Warsh seems to be proposing.
The study provides unique insights into the investment objectives and behaviours of sovereign investors and central banks. This year, we surveyed 144 senior investment professionals from 90 soverei...
AI spending is lifting growth now, but productivity must carry it forward. AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth i...
Mid-Year Outlook 2026 explores uneven growth, rising inflation and geopolitical shocks, then outlines how investors can favour real rates, credit, gold...
Inflation and growth risks are back in focus, unsettling central bank easing plans and raising pressure across Eurozone markets.
For years, investors have questioned whether the traditional 60/40 portfolio still has a place in modern markets. Recent market moves suggest those doubts may be premature. As inflation pressures e...
Resilient US growth is driving small-cap outperformance, with the Russell 2000 leading amid cyclical trends, sector shifts, and evolving valuation dynamics.
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