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Bonds back better?
If economists are right, 2022 will be the second year of well above trend nominal GDP growth.
Bad, worse or just dandy
At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.
Tapering isn’t lift-off
As the global economic recovery widens, attention is clearly turning to when and how central banks will begin to reduce the bond-buying programmes introduced to bolster economies at the height of the ...
Pay them and they will come?
The needles on the indicators of investment sentiment are all pointing down.
Genetics: An exciting and investable theme
Depending on how long ago you last attended a biology lesson, messenger RNA (‘mRNA’) was probably not a term many of us would have been particularly familiar with a couple of years ago.
Inflation: Transitory for longer
Increasing consumer demand, raw material shortages and prolonged supply chain disruptions have conspired to ensure inflation remains abnormally elevated, but we still believe this backdrop will ultim ...
Magic Money Tree Worship
Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party
Autumn dawns and the living doesn’t get easier
The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices
The cost of climate change: Action versus inaction
Pricing mitigation efforts and assessing the difficulties of comparison