05/26/2022

Markets on Target for Further Downside

Last week, the US market delivered a salutary lesson for investors on the downside risks to analysts’ corporate profits forecasts for 2022.

05/24/2022

Is the UK at risk of recession?

The Bank of England recently updated its growth projections in its May monetary policy report, forecasting a contraction in GDP in 2023. In this Macro Flash Note, Sam Jochim looks at the uncertainty surrounding these projections and the main headwinds fac

05/24/2022

Tragedy

“We must realize that growth is but an adolescent phase of life which stops when physical maturity is reached. If growth continues in the period of maturity it is called obesity or cancer.” - Albert A. Bartlett.

05/24/2022

Martin Gilbert To Asset Managers: Adapt or Perish

One of the problems with the industry, Gilbert says, is that large swathes of it is commoditized and awash with products that are almost identical in terms of both investment approach and performance.