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The Return of the Philips Curve
July 2022. The Fed may have to tolerate higher inflation as the trade-off between inflation and unemployment re-emerges.
Solving the Manager Selection Puzzle
May 2022
Five strategies for overcoming behavioural biases in manager selection.
Why Global Macro may be part of the solution as investors reassess the 60-40 portfolio
This article appeared in the FM Report on 29th April 2022.
Buckle up for quantitative tightening
This article appeared in the Sunday Times on 24th April 202
The Fed tightening cycle: is this the end of gradualism?
31st Jan 2022. The Fed may either have to raise rates or reduce the balance sheet more aggressively to tackle inflation.
Omicron and the Powell pivot
10th December 2021
Why the Powell pivot may be more important than the emergence of Omicron.
Inflation uncertainty: assessing the argument that inflation will eventually moderate
26th November 2021
Will inflation prove to be transitory or persistent?
Stagflation and supply bottlenecks: implications for asset allocation
28th October 2021
The possibility of a regime shift towards stagflation could have significant implications for asset allocation.
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