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House Report Q1 2021
A brave new world
In this quarter's edition of the House Report, we ask, after what was one of the shortest bear markets in history, how can we start to assess the damage and find the likely path forward?
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The week in markets – 1 March 2021
Welcome to your weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last week. US unemployment data much better than expected US initial jobless claims, which measure those filing for unemployment benefits for the first time, fell to 730,000 last week, much…
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The week in markets – 24 February 2021
Welcome to your weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last week. US PMI data comes in higher US PMI data, one of the most closely watched economic indicators, based on surveys of purchasing managers, came in slightly higher this…
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Six minute strategy: Will rising bond yields ruin the party?
The 10-year US Treasury yield reached its highest level in almost a year as investors begin to price in the stimulus and spending plan of the new Biden administration. Confidence in the global economic recovery continues to grow, in turn leading to inflationary risks and higher bond yields. Guy…
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More good than harm
This article was originally published by Raconteur. A narrow focus on money is unsustainable – investment success now depends on being ahead of the trend to integrate social and environmental costs. When a 16-year-old Greta Thunberg stood before the United Nations General Assembly in September 2019 and told them…
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