Our Investment Philosophy
Our Team and Partners
Insight and News
Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
US Corporate Debt Triggers Recession Concerns
October 22, 2019
The weakness in company finances is a...
Gavyn Davies' Blog
China bucks the trend with solid activity growth
October 15, 2019
Alternative data trackers suggest the country is...
Can Donald Trump force the Federal Reserve to cut rates?
October 8, 2019
The central bank has been the target...
Entrenched uncertainty is a global problem
October 1, 2019
It started with Brexit but is now...
Is the Federal Reserve making a mistake on inflation?
September 24, 2019
Upside and downside both have risks and...
How China dodged a trade war recession
September 17, 2019
Tariff shock was offset by devaluation and...
Mario Draghi prepared to pass on the baton at the ECB
September 11, 2019
The governor leaves behind a battery of...
Will the Fed want more than ‘insurance cuts’ in interest rates?
July 16, 2019
The FOMC thinks low growth and low...
UK nears recession as Brexit deadline looms
July 9, 2019
Business uncertainty is hitting Britain harder than...
World economy still vulnerable despite G20 tariff truce
July 2, 2019
Trump-Xi talks neither a saviour nor a...
Should the markets fear a Halloween Brexit?
June 25, 2019
Boris Johnson is more determined than Jeremy...
Should we really be worried about an inverted yield curve?
June 18, 2019
The recession indicator is not perfect but...
The Fed thinks it is 1995 all over again
June 11, 2019
Tariffs raise US inflation but the central...