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Macroeconomics & Risk

  • March 22, 2019
    Macro Watch
    Silvia Dall’Angelo
    US consumers upbeat; Britain and Japan’s booming job markets
  • March 20, 2019
    Economic Outlook: Finding Neutral
    Neil Williams
    In this latest economic outlook, Senior Economic Adviser to Hermes Investment Management, Neil Williams talks about finding neutral.
  • March 6, 2019
    Amplified: Despite a correction, emerging markets are the correct place to be
    Saker Nusseibeh
    In this episode of Amplified Saker Nusseibeh, Chief Executive Officer and Eoin Murray, Head of Investment, discuss why there is more reason to be optimistic about emerging economies than developed.
  • March 5, 2019
    Market Risk Insights: a question of altitude
    Eoin Murray
    We analyse six risk factors: volatility, correlation, stretch, liquidity, event and ESG
  • February 25, 2019
    Ahead of the Curve: Pushing the dovish pivot – the US inflation story
    Silvia Dall’Angelo
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  • February 19, 2019
    The inflation story: 2019 and beyond
    In this issue of Ahead of the Curve, we assess the prospects for inflation in the US and the eurozone.