Victoria Turrent Victoria Turrent

Recession looming?

There have been mixed signals around whether the economy is in a phase of expansion or contraction.

Read More
Victoria Turrent Victoria Turrent

Global economic update

Economic damage from the conflict in Ukraine will contribute to a significant slowdown in global growth in 2022.

Read More
Victoria Turrent Victoria Turrent

What makes a reserve currency?

The war in Ukraine has provoked the most debate about reserve currency status since the global financial crisis, if not the creation of the euro. Is there a risk to the dollar’s status? Does it matter?

Read More
Victoria Turrent Victoria Turrent

What’s moving markets

During the quarter we’ve seen how commodity price rises, inflation and interest rate expectations affect capital markets.

Read More
Victoria Turrent Victoria Turrent

Mixed Markets

A turning point has been reached with markets falling as the era of free money comes to an end. Tighter money means greater financial volatility.

Read More
Victoria Turrent Victoria Turrent

Macroeconomic Round-Up

A reminder of economic fundamentals may be useful when considering financial markets. 2022 is a year of reaction to 2021. This year is about normalisation.

Read More
Victoria Turrent Victoria Turrent

Macroeconomic Round Up

In 2021, the prices of goods and services rose more than they did in any year since 2008, leading to concerns about the potential impact on consumer spending, interest rates, and corporate margins.

Read More
Victoria Turrent Victoria Turrent

Market Perspectives

Global equities continued to rally in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near a record.

Read More