Growth

02AUG 2018

Market News

Brexit risk fails to deter BoE from rate hike

We think the next increase is likely to be in 2019.

01AUG 2018

Market News

Is the world economy slowing?

Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. We examine the three factors that we believe to be driving the slowdown and whether these are likely to have a permanent or temporary effect.

JULY

26JUL 2018

Market News

Ten years after Lehman Brothers: how close are we to 'normality'?

Interest rates are rising from their record lows and global growth is positive, but the financial crisis still casts long shadows

04JUL 2018

Market News

How might a trade war play out?

If trade tensions escalate, potential consequences could include stagflation and a stronger US dollar.

MARCH

29MAR 2018

Market News

Economic and Strategy Viewpoint - April 2018

This month we look at the factors that might end one of the longest US economic expansions in history. We also examine the drivers behind rising US Treasury yields and how China is positioning itself for slower growth.

22MAR 2018

Market News

New Fed chair Powell raises rates, growth and inflation forecasts

We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.

15MAR 2018

Market News

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

JANUARY

26JAN 2018

Market News

Why three is the magic number for 2018

We discuss the three factors that will determine whether the reflationary environment continues.

2017

NOVEMBER

06NOV 2017

Market News

Firing on all cylinders?

Despite the strengthening of global activity, inflation remains quiescent. This is creating consternation among policymakers whose models would have predicted a pick-up in wage and price pressure.

JULY

14JUL 2017

Market News

What does the "rise of the robots" mean for asset prices?

The world could be heading for a dystopian or booming future thanks to the incredible advances being made in automation. We look at the robot age and what it might mean for investors.

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com