Summary It is too early to judge if inflation is transitory or entrenched but this is the economic measure with the greatest power to determine the course of financial markets…

Recent UK economic signals have remained broadly positive and the June GDP numbers indicated a stronger recovery than forecasted and the Bank of England now expects the economy to regain…

Macro Highlights Expectations of global economic growth in 2021 continue to be revised higher and even now may prove to be conservative. The release of pent-up demand as vaccines are…

The outlook for equities and bonds is challenging but the view from our underlying fund managers is that the greatest valuation opportunities are in the UK, Asia and the global…