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Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...
Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include an increase in cash aid...
The global recovery from the pandemic will be dented but not derailed if high energy prices persist throughout 2022, our modelling finds. In an...
We see scope for a significant recovery in consumer spending this year ashouseholds begin to run down their savings buffers. We identify the industry...
US listed companies have built up record cash balances during the pandemic so far. An ongoing earnings recovery may encourage them to put some of...
We believe that the Q4 2020 rally has left global equities vulnerable to a correction. Meanwhile, rising coronavirus cases increase downside risks....
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