CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass 3% y/y for the first time since 2011....

Despite increasing numbers of new coronavirus cases globally, the possibility that more economies will enjoy both limited domestic restrictions...

Achieving collective immunity is a pre-condition for Latin American authorities to lift mobility restrictions permanently. We forecast that LatAm...

A run of encouraging business surveys and the apparent successful reopening of the Israeli economy suggest that upside risks to our already...

UK | Our GBP bullish case

Posted by Gaurav Saroliya on Mar 29, 2021 11:07:31 AM

The attractiveness of UK equities relative to global peers leads us to remain tactically bullish GBP in our long-only asset-allocation portfolio....

Suspension of AstraZeneca vaccinations in a number of European economies, news of more vaccine supply problems, and rising Covid case numbers...

Aside from the speed at which restrictions on activity will be eased in the next few months and the permanence of the rollback, the next greatest...