05/10/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: The corset, the contraction and the financial markets Redefining resilience: The unstoppable consumer First look at the 2024 US election: A 2020 rematch? Adapting to a water shortage Pension planning Download this article as a PDF
13/10/2023 Key Takeaways Supply chains will not be impacted by Israeli-Hamas war Conflict unlikely to push oil prices significantly higher No changes to our economic or earnings forecasts In light of the horrific attack on Israel last weekend, our weekly commentary on the markets takes on a more solemn tone. Our hearts go out to …
Market impact of Mideast conflict likely to be contained Read More »
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