Latest report


We regularly report on the movements of the Investment Clock and comment on our positioning. Download the latest report:

July Economic Update 2017

An extended cycle            

May Economic Update 2017

Lower for longer lives on            

May Strategy Update 2017

Ready to buy summer dips            

March/April Economic Update 2017

Fed delivers dovish hike            

February Economic Update 2017

January/February Strategy Update 2017

January Economic Update 2017

November Strategy Update 2016

Trumpflation!               

November Economic Update 2016

Trumpflation and other stories               

October Economic Update 2016

Politics takes centre stage               

September Strategic Update 2016

Brexit boost to multi asset returns               

September Economic Update 2016

August 2016

Brexit takes Fed off the table (for now)               

July 2016

Brexit good for emerging markets and Japan               

April/ May 2016

February/ March 2016

 Policy to react to deflationary shock              

December 2015

 Lone hiker: US rate rise implications              

September 2015

July/ August 2015