Macro Views
European Central Bank cuts key deposit rate to 3.75%, now ‘set to hit’ pause button
Even though headline inflation has come down significantly, a cutting cycle is not expected to follow
Macro Views | 15 Apr 24
How could Iran’s attack on Israel affect markets?
Investors may demand a higher risk premium for assets in the region because of geopolitical uncertainty and tensions
Emerging Markets | 19 Feb 24
Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
Investment | 12 Feb 24
Head to head: The prospects for global equities in 2024
As inflation falls while geopolitical risk rises, Alison Savas of Antipodes Partners and Rathbones’ David Coombs talk about what investors should expect from global equities this year
Investment | 18 Jan 24
Why investors need to take outlooks with a pinch of salt
SJP’s Justin Onuekwusi questions if investment outlooks encourage the right behaviours