Quarterly UK Outlook: Q2 2023

The global economy remains unbalanced as the pandemic disrupts global trade, supply chains and international relations. As a result, individual economies diverge and data is unpredictable and volatile.

Quarterly Investment Outlook: Paradigm Shift

We find ourselves in the midst of a once-in-a-decade paradigm shift for financial markets and the global economy. The first six months of the year have seen the worst equity performance in nearly a century. Already, average portfolio performance is the worst in twenty years, on par with the 2008 global financial crisis.

Quarterly Investment Outlook: Is Globalisation Going in Reverse?

Globalisation is not inherently “good” or “bad”. It is the natural historic evolution of the nation-state, made possible by the internet and the potency of capitalism. But is it over?

Quarterly Outlook: Sustainomics and a world without QE

2022 is the year where QE (conceivably) ends, and a decade-long Sustainability theme begins. Read our annual outlook.