By most measures, 2021 will be remembered as an extraordinary year for global risk assets and the world economy. At the time of writing, stocks, ho [...]

Covid recoveries push global growth to four-decade high.

After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not re [...]

Although the global economy remains mired in a ‘Japanification’ scenario – the prevailing state of lower rates and slower growth – positive news of [...]

We are living in extraordinary times. As second wave fears ripple out across Europe, uncertainty over Brexit reigns and a changing of the guard loo [...]

The deepest trough of the coronavirus crisis is now far behind us. Following an impressive rebound from March and April lows, economic activity has [...]

Equity markets have enjoyed a three-month rally, but should investors fear a false dawn? At first glance, it is easy to spot what might derail the [...]

While we remain in the shadow of the pandemic, it is important to remember markets are, by nature, forward looking. Spiking coronavirus cases in th [...]

The combination of expected economic improvements and very large support from governments and central banks warrants not only to stay invested, but [...]