07 June 2018
Markets and central banks
Goldi-lost?
A month and a half ago, we discussed how the Goldilocks narrative, which appears to have been the dominant investment […]
07 June 2018
12 April 2018
Investing
Looser in emerging markets, tighter in developed: can the trend continue?
Last year, a combination of recovering but still below-potential growth and falling inflation allowed the central banks of many emerging […]
24 January 2018
Markets and central banks
South Africa – too soon to jump for joy
The choice of Cyril Ramaphosa as the new leader of the African National Congress (ANC) is a positive surprise, but […]
