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Macroeconomics and Risk

  • December 20, 2021
    Inflation: what if they are wrong?
    Fraser Lundie
    As our portfolio managers share their views on inflation, we ask if it's time for investors to think the unthinkable
  • July 19, 2021
    H2 2021 investment outlook: recovery, risk and the ‘sustainable revolution’
    Eoin Murray
    A number of themes have captured the attention of our investment floor, and our managers have been considering how these are likely to evolve going forward.
  • July 12, 2021
    Ahead of the Curve, Q2 2021
    Silvia Dall’Angelo
    Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes.
  • July 2, 2021
    Economic outlook: Where is ‘normal’? Will we get there?…
    Neil Williams
    By debating the size of their balance sheets, central banks are showing for only the second time since 2008 that they may be worrying about our addiction to QE.
  • June 17, 2021
    Federated Hermes forecasts what lies ahead for the rest of 2021
    Eoin Murray
    The investment floor share outlooks for the rest of the year
  • April 26, 2021
    Macro Outlook Webcast: Economic Recovery – as strong as an ox?
    Eoin Murray
    With things turning brighter - for more reasons than one this spring - Eoin and Neil discuss how strong economic recovery will be, whether further stimulus is required, what could go wrong, and where now for policy and markets.