Month: March 2023

This article looks at some longer term structural trends in the economy and their impact on economic growth and investments. A decline in routine based jobs Fear of technology replacing jobs has been around for years, although concern around this risk appears to have waned in recent times, as impacts of the pandemic on labour … Read more

Risk assets performed strongly in January, following further indications that inflation may have peaked in key regions. Global economic growth forecasts were lowered by both the World Bank and the IMF, but investors appeared to brush off these concerns. Instead attention was focused on the central bank meetings, to see whether interest rates would continue … Read more