Economic & Strategy Viewpoint
16APR 2019
Stocks and bonds rebound after a difficult year
Sentiment has brightened, thanks in part to reassuring words from central banks, but growth remains at lower levels and political risks persist
Dialogue
Highlight
Economic & Strategy Viewpoint
16APR 2019
Economics
02APR 2019
2019
FEBRUARY
12FEB 2019
Talking points
Tobacco: profits and growth are hard to stub out
The market thinks regulation and declining usage will hit the sector hard, and some tobacco giants are now priced at 20-year lows. But the market’s predicted the death of big tobacco before… and been wrong
JANUARY
21JAN 2019
Talking points
The key question about the origins of Brexit that so few get right
Brexit stems in part from a decision taken by the UK in 2004 - but too few people today are aware of that, according to columnist Merryn Somerset Webb
20JAN 2019
Talking points
A gripping read...
The best non-fiction we enjoyed in 2018 - as recommended by Cazenove Capital colleagues from all parts of the business
08JAN 2019
Global Market Perspective
Five key investment themes for 2019
Markets have entered 2019 in a state of heightened anxiety: these are the key factors on which concerns are now focused.
07JAN 2019
Global Market Perspective
January 2019: Market Review & Outlook
Investors’ fears centre upon a weakening US and global economy. While data suggests US growth may have peaked, we still expect global growth in 2019 of almost 3%
2018
DECEMBER
24DEC 2018
Economics
December turmoil: what’s spooking global markets?
Equity markets worldwide are reacting to fears of a slowing global economy. But have they got ahead of themselves?
OCTOBER
30OCT 2018
Economic & Strategy Viewpoint
From synchronised growth to a fragmented and divergent world
World markets and economies, which at the start of the year were moving in tandem, are now going their separate ways
