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The Fed favours the PCE over the CPI, but the latter’s January print strengthens the point that, at least in the US, the last mile of disinflation could be ar...

I have only lived and worked in two countries. The UK (home) and the US (away). Currently the fortunes of the two could not be more different. The US economy is...

Key points:We explore the possibility that the US strong productivity gains stem from a surge in Intellectual Property investment since the middle of the last d...

Key points:With inflation falling, investors tend to stop thinking about inflation linked bonds.While falling, inflation is likely to remain uncertain.We believ...

Key points:Following a period of underperformance, small cap stocks look primed for a potential reboundValuations are looking very attractive versus large cap c...

Key points:2024 will be an extraordinary year politically, with more than 60 countries going to the polls – this will likely affect the course of sustainable...

Powell’s Q&A and the payrolls put paid to expectations of quick cuts by the Fed  Euro area January inflation – with concerning developments in ser...

Economies grow over time and investors get paid for taking market risk. Equities and credit have rewarded investors over recent years – even with the adjustme...