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Window on the World - February 2024

January proved to be more of a mixed month for asset markets following the robust momentum witnessed in bonds and equities during the last two months of 2023.

Notably, expectations for the number of interest rate cuts this year underwent a recalibration away from what initially looked like excessive levels (outside of a recession) at the end of December. Geopolitical considerations took centre stage, with heightened focus on developments in the Middle East and the Red Sea.

20 February 2024

Window on the world January 2024
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25 January 2024

Window on the World – November 2023
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19 January 2024

The Dollar Smile
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27 December 2023

The UK Conundrum
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20 December 2023

Window on the World – October 2023
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13 November 2023

Window on the World – September 2023
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04 August 2023

The Cash Alternative
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22 June 2023

The rise of the machines
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12 June 2023

Window on the World – June 2023
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12 May 2023

The Final Reopening
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20 February 2024

Window on the world January 2024
read more

25 January 2024

Window on the World – November 2023
read more

19 January 2024

The Dollar Smile
read more

27 December 2023

The UK Conundrum
read more

20 December 2023

Window on the World – October 2023
read more

13 November 2023

Window on the World – September 2023
read more

04 August 2023

The Cash Alternative
read more

22 June 2023

The rise of the machines
read more

12 June 2023

Window on the World – June 2023
read more

12 May 2023

The Final Reopening
read more