News & Insights

By Investment Desk
Macro Outlook

ANDPAPERS Q1 2024 | THE YEAR OF TRANSITION

The global economy was remarkably resilient in 2023. Key drivers being consumer spending, a robust labour market, and increased business capital spending. For investors, the journey was more challenging: major central banks, in their efforts to combat inflation, consistently raised rates and tightened conditions. The cumulative impact of this tightening should be fully felt in […]

By Investment Desk
Macro Outlook

ANDPAPERS Q2 2023 | THE BALANCING ACT

By Investment Desk
Macro Outlook, Market Updates

ANDPAPERS Q1 2023 | CENTRAL BANKS DIVERGING

By The Investment Desk
Macro Outlook, Market Updates

ANDPAPERS Q4 2022 | WINTER IS COMING

By Investment Desk
Macro Outlook, Market Updates

ANDPAPERS Q3 2022 | CENTRAL BANKS TIGHTENING INTO A RECESSION

By Investment Desk
Macro Outlook, Market Updates

ANDPAPERS Q2 2022 | CENTRAL BANKS ON THE MOVE

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q1 2022 | Normalisation in a post-pandemic world

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q4 2021 | Return to life as we knew it?

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q3 2021 | The Fed Flexes its Muscles

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q2 2021 | The Transition to Recovery

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q1 2021 | The start of the end or the end of the beginning?