Economics & strategy

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Strategy & economics

19JUL 2019

Janet Mui: weekly economic update 19 July

Chinese growth slowed in the second quarter, but there are signs that stimulus measures may be starting to help. US data, by contrast, suggests that for now the economy remains strong.

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Strategy & economics

17JUL 2019

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2019

JULY

12JUL 2019

Strategy & economics

Kieron Launder: 2019 second quarter update

Low levels of inflation and low interest rates are supportive of higher valuations. They also suggest growth equities will continue to outperform.

11JUL 2019

Strategy & economics

Janet Mui: weekly economic update 11 July

The US Federal Reserve now looks likely to cut interest rates later this month. In the UK, activity remains subdued.

09JUL 2019

Strategy & economics

Janet Mui: 2019 second quarter update

Central banks are becoming more supportive as trade tensions persist and global growth continues to slow.

09JUL 2019

Strategy & economics

Caspar Rock: 2019 second quarter update

After a period of strong market performance, "few assets could be described as cheap". Looking ahead, US-China trade conflict remains a key risk

09JUL 2019

Strategy & economics

Nick Georgiadis: second quarter 2019

With central banks adopting a supportive stance, equities performed well in the quarter. Portfolios have benefited, but we are mindful of rising risks.

08JUL 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 8 July

This week we’re looking forward to corporate outlooks for the full year, and on Thursday markets will be scrutinising Federal Reserve Governor Jerome Powell’s biannual report

05JUL 2019

Strategy & economics

What next for interest rates and inflation?

Strong US jobs data for June cause investors to worry that a rate cut may not be as near as previously thought

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