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House report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
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Six minute strategy - How deep is the crisis?
Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage. Does this change where we...
Watch video >Six minute strategy - One year on...
Last Friday marked one year since Russia’s invasion of Ukraine. The geopolitical, energy and food ramifications that were triggered caused extreme concern around the world and threatened a global recession. Thankfully, our worst fears have not materialised. Global growth has been impacted much less than we’d dare hope...
Watch video >Six minute strategy - The outlook for sterling
It is difficult for investors to remain upbeat when reading headlines of weak economic growth, nationwide strikes, and relatively high taxation forecasts. What is even more difficult then, is to notice the economic positives that are so easily missed among the noise. In this week's six minute strategy...
Watch video >Six minute strategy - Keeping an eye on the downside
Markets have seen a change in tempo since the beginning of the year, as equities continue their recovery initiated in the final quarter of 2022. Chief Market Strategist Guy Monson outlines the three key events that have led to this rally... but is it too soon to sound...
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