LATEST ARTICLES
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25/11/2021 · 5 min readWeekly investment update – November miscellaneous
The Thanksgiving celebration marks the start of the festive season, but erratic moves in financial markets are creating the impression...
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24/11/2021 · 4 min readChina’s zero-Covid policy – Timing, benefits, costs and impact
As more countries opt for ‘living with Covid’, China is sticking with a ‘zero Covid’ policy (ZCP) that has brought...
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18/11/2021 · 4 min readWeekly investment update – A history lesson
As happens occasionally, the view of the world one sees expressed in fixed-income prices seems quite different from the one...
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18/11/2021 · 5 min read Fixed income outlook – The effects of not-so-temporary inflation
It has become clear that the current inflation pressures are not simply transitory. Supply-side disruptions have proven more persistent given...
