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Strategy & economics

19AUG 2019

Caspar Rock: Monday markets - the week ahead on 19 August

Markets remain troubled by a range of factors including Italian political events, weakening European economic data – and the inversion of the yield curve.

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Strategy & economics

16AUG 2019

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2019

AUGUST

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.

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

19JUL 2019

Strategy & economics

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.

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.

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