Articles


Story of the month
Putting together a salad in the UK has rarely been so difficult. After a dramatic peak in egg prices, which we discussed in last month’s Fund Insight, British shoppers are now facing a worsening shortage of various produce. T...
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By: Tiffany Wilding, Managing Director, Economist
The U.S. Federal Reserve releases a new statement at 2pm EST on Wednesday. We’re looking for a 25 basis point (bp) hike in the benchmark interest rate while at the same time the Fed signal...
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By Altaf Kassam, EMEA Head of Investment Strategy and Research at State Street Global Advisors
“Our baseline expectation for the ECB meeting on 4th May is another 50 basis points (bps) hike. We continue to see an uncomfortable persisten...
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César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management.
Biden for 2024
President Biden announced his candidature for office in the 2024 election. Meanwhile, with Q1 GDP growth just over half the expected 2% and April cons...
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We have had a raft of euro area data that puts us more firmly in the 25bp rate hike camp for Thursday’s meeting. Euro Area GDP last week coming in broadly in line with Consensus at a tepid 0.1%. Today we got the results of the Q1 Bank Lending Sur...
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The job prospects are still gloomy for young people in China, and the picture may get worse before it gets better. Youth unemployment is expected to see a seasonal spike this summer, as more than 10 million university students graduate. To create ...
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