Market review

Highlight

Strategy & economics

20AUG 2019

UK commercial property: Brexit and beyond

The biggest surprise since the 2016 referendum has been the strength of tenant demand, particularly for office space

Strategy & economics

16AUG 2019

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2019

AUGUST

15AUG 2019

Strategy & economics

Equities fall as bond market signals danger

Yield curve inversion has a good track record as an economic warning signal – but we need to its interpret its message carefully.

12AUG 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 12 August

Investors will likely focus on political risks in a relatively quiet week for economic data.

09AUG 2019

Strategy & economics

Janet Mui: weekly economic update 9 August

The weakening yuan triggered a wave of fear in markets, pushing down bond yields. In the UK, the economy shrank in the second quarter – the first contraction for more than six years.

07AUG 2019

Strategy & economics

Trade fears grip markets – August 2019

An escalation of trade hostilities between US and China is likely to bring continued volatility, but we are well positioned

05AUG 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 5 August

Last week saw a sell-off following an escalation in the US-China trade stand-off and "disappointing" commentary from the Federal Reserve. Volatility looks set to persist.

02AUG 2019

Strategy & economics

Janet Mui: weekly economic update 1 August

The Federal Reserve cuts rates but leaves markets unimpressed. In the UK, the Bank of England faces questions on its policy response to a "no-deal" Brexit

JULY

26JUL 2019

Strategy & economics

Janet Mui: weekly economic update 26 July

Eurozone activity remains weak – the ECB looks increasingly likely to take measures to support growth

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com