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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

12JUL 2019

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.

11JUL 2019

Responsible investing

Climate change risk and your investments

Growing public concern has focused new attention on this major global economic challenge. Here we explain Cazenove Capital’s approach to tackling climate risk within our portfolios.

10JUL 2019

Strategy & economics

What is “energy transition” and why does it matter to investors?

The switch to renewable energy is gathering pace and is likely to prove hugely disruptive.

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

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

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