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Equities – Showing remarkable resilience Global equities remained resilient over the last few weeks, despite the ongoing U.S. government shutdown...
22 October 2025
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We spent the week in Washington, D.C. for the IMF Annual Meetings, meeting with policymakers, central bankers, and investors from...
21 October 2025
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Dispatch from Washington – Takeaways from IMF annual meetings We spent the week in Washington DC for the IMF Annual...
20 October 2025
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France — Postponing a necessary adjustment French Prime Minister Lecornu resigned less than a month into the job, catching markets...
13 October 2025
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Financial Repression – The elephant in the room Public debt has surged to 100% of GDP, with governments unable to...
6 October 2025
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Over the past fifteen years, fiscal deterioration has been the elephant in the room. Following 2008-09, public debt has overtaken...
2 October 2025
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US – Room for rate cuts ahead Last week, growth indicators were solid, with PMIs expanding, GDP up 3.8% quarter-on-quarter,...
29 September 2025
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Equities heat up over the summer Global equity investors enjoyed a strong summer, with markets moving materially higher since our...
24 September 2025
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FED – Easing cycle has started Last week, the Fed lowered its overnight rate to 4.00–4.25%. Rates rallied on the...
22 September 2025
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US – Green light for easing Last week, CPI surprised to the upside. Core CPI was broadly in line with...
15 September 2025
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UK – Fiscal drives you higher Last week, UK rates were one of the drivers of duration selloff, with 30-year...
8 September 2025
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