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Our latest House View provides the perfect context for four new articles looking at some of the issues behind the headlines affecting investors.
The debate around inflation remains live and centres on whether, if at all, the dynamics of price pressures have altered in recent years.
Amid expectations of central bank interest-rate cuts later this year, we think there are compelling arguments for why the outlook for small and mid-sized companies is looking up and why smaller companies can often make sense on sustainability grounds.
The US Federal Reserve’s Overnight Reserve Repurchase (ON RRP) facility could run out in the next few months, and concerns are emerging over the potential impact on financial markets with the US central bank maintaining restrictive monetary policies to rein in Covid-era stimulus.
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
After three challenging years, we think high-quality, small-cap growth stocks could be back on the menu. Here’s why.
We look at the benefits and limitations of a mean reversion strategy. And argue that investors must also look to the future.
We discuss the upcoming election in Senegal and consider the implications for the country and markets.
Paul Diggle and Luke Bartholomew discuss why higher inflation volatility may be here to stay.
Central banks have so far waged a successful campaign against inflation. But with the end in sight, will the ‘last mile’ be the toughest to cross? We examine the implications for growth and monetary policy, as well as the range of potential outcomes.
This episode of our podcast discusses the current challenges and opportunities facing the Chinese economy.
The country will continue to outperform other major economies in 2024, as near-term momentum shows no sign of waning. While easing core inflation supports our view for a cutting cycle from June, the economy’s resilience raises risks of a prolonged pause.
In our Monthly Macro video for March, Luke Bartholomew, Senior Economist, looks at whether the final stage of the battle against inflation will prove to be the hardest.
Chancellor Jeremy Hunt left little in the way of surprises in a mostly pre-announced budget. The focus on voter-friendly tax cuts continues, with fiscal stimulus providing around a 0.3% boost to GDP growth through supply-side improvements. But little fiscal headroom and largely unrealistic assumptions of future spending cuts will create a very difficult fiscal inheritance for the next government.
We now expect the US economy to achieve a soft landing this year. But the economy is not completely out of the danger zone, with the risk of a sharper slowdown higher than normal.