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Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
June Monthly Investment Strategy - The times they are a-changin’
- by David Page, Hugo Le Damany,
- 26 June 2024 (10 min read)
June Op-Ed - Political risks get in the way of decent macro
- by Gilles Moëc, Chris Iggo
- 26 June 2024 (10 min read)
May Op-Ed - If you are bored by central banks, Tech remains interesting
- by Gilles Moëc, Chris Iggo
- 30 May 2024 (10 min read)
May Monthly Investment Strategy - Governments extend influence over outlooks
- by David Page, François Cabau,
- 30 May 2024 (10 min read)
April Monthly Investment Strategy - US shifts outlook, who shall follow?
- by David Page, François Cabau,
- 26 April 2024 (10 min read)
April Op-Ed - Looking outside the West
- by Gilles Moëc, Chris Iggo
- 26 April 2024 (10 min read)
March Global Macro Monthly - Inflation divergence to drive monetary tensions
- by David Page, François Cabau,
- 27 March 2024 (7 min read)
March Op-Ed - Direction of travel confirmed
- by Gilles Moëc, Chris Iggo
- 27 March 2024 (7 min read)
February Op-Ed - Exploring Exuberance
- by Gilles Moëc, Chris Iggo
- 28 February 2024 (10 min read)
February Global Macro Monthly - Policy Rules and Monetary Tools
- by David Page, François Cabau,
- 28 February 2024 (10 min read)