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Aug 2024
Investment Outlook – July 2024

INTRODUCTION Investor risk appetite should remain strong as central banks ease policy in response to lower inflation. Broadly speaking,...

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Jun 2024
Global GDP Themes and Forecasts

The disinflation trend appears intact in the US and in the euro area. While economic growth in these regions could ease, we believe solid...

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Apr 2024
Investment Outlook – April 2024

INTRODUCTION We see an extended runway for economic growth now that inflation has been tamed. While central banks may not have reached...

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Mar 2024
Global GDP Themes and Forecasts

US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. Stronger-than-expected economic data, plus a...

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Jan 2024
Investment Outlook – January 2024

INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...

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