Tag: Macro

Note from the CIO 27th April

Note from the CIO 27th April

Since the last time I wrote, financial markets seem to have returned to a calmer state, certainly when compared to the moves in March. Having said this, there is nothing calm about what is going on: We now have confirmation that we are facing the greatest economic contraction since the […]

Q2 2020 Macro Outlook – From Growth, to Unprecedented Global Contraction, to Recovery

Q2 2020 Macro Outlook – From Growth, to Unprecedented Global Contraction, to Recovery

The nature of the economic shock experienced in recent weeks is unparalleled, with governments driving economies into recession in order to deal with a public health emergency. The impact on markets has been equally severe and despite some more recent relief for asset prices, a great deal of uncertainty remains, […]

London & Capital Investment Update Q&A

London & Capital Investment Update Q&A

Over recent weeks the global economy and financial markets have experienced an unprecedented shock. In recent times there has never been a situation like COVID-19, which has resulted in, not a slowdown in the global economy, but a lockdown. Financial markets have struggled to process these uncertainties and although there […]