Jan 2025. The question isn’t just whether it can regain momentum; it’s whether a new model is required for the evolving international order.

Nov 2024 The era of ultra-low bond yields is over as governments face significant investment demands on top of existing spending commitments

June 2023. Our latest investment outlook examines why monetary policy has been blunted

December 2022. As monetary tightening impacts with long and variable lags, expectations for a soft landing may be misplaced.

July 2022. The Fed may have to tolerate higher inflation as the trade-off between inflation and unemployment re-emerges.

31st Jan 2022. The Fed may either have to raise rates or reduce the balance sheet more aggressively to tackle inflation.

26th November 2021 Will inflation prove to be transitory or persistent?