News & Insights

By Investment Desk
Macro Outlook

ANDPAPERS Q3 2024 | Cautious easing cycle begins

The first half of 2024 saw a gradual deceleration in economic growth across the western world. In the US, concerns about overheating (which had emerged towards the end of Q1) diminished, and hopes for a soft landing revived. In Europe, momentum remained positive as the impact of the cost of living shock improved. Continued economic […]

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