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\n\t\t\t\n\t\t\tJune 25, 2019<\/span>\n Why rising stock-bond correlations matter<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management   There has been a rise in interest in what one might ordinarily consider to be a mundane subject: the correlation between stock market … <\/p>\n

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\n\t\t\t\n\t\t\tJune 17, 2019<\/span>\n Investors warn the European Central Bank over monetary policy<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management Investors are not impressed with Europe\u2019s escape from near-recession. Traders have pushed down the Forward 5y5y Inflation Swap Index, a proxy for future expectations … <\/p>\n

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\n\t\t\t\n\t\t\tJune 11, 2019<\/span>\n US markets hold up in the face of global headwinds<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management As we discussed recently, we have seen signs in the last couple of months that the global economy may have put the recent slowdown … <\/p>\n

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\n\t\t\t\n\t\t\tJune 6, 2019<\/span>\n Investment Review: Politics drove performance in May<\/a>\n <\/div>\n
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By Harry Hill, Hottinger Investment Management May 2019 marked another month in which markets were more driven by political noise than by fundamentals, however, that\u2019s not to say that fundamentals … <\/p>\n

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\n\t\t\t\n\t\t\tMay 28, 2019<\/span>\n Chinese stimulus gives a boost to the world economy<\/a>\n <\/div>\n
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By Zac Tate, Economic Strategist, Hottinger Investment Management The last few weeks have seen a slew of promising news about the world economy. In the UK, first quarter GDP growth, … <\/p>\n

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\n\t\t\t\n\t\t\tMay 14, 2019<\/span>\n Are we at the start of a US-China cold war?<\/a>\n <\/div>\n
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By Zac Tate, Economic Strategist, Hottinger Investment Management In 431 BC, Athenian historian Thucydides wrote in his History of the Peloponnesian War that: \u201cIt was the rise of Athens and … <\/p>\n

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\n\t\t\t\n\t\t\tMay 3, 2019<\/span>\n Groundhog day: A review of financial markets in April<\/a>\n <\/div>\n
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By Tim Sharp, Managing Director, Hottinger Investment Management A brave new world outside of the EU failed to materialise in the UK as deep-seated differences continue to prevent a majority … <\/p>\n

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\n\t\t\t\n\t\t\tApril 29, 2019<\/span>\n The UK hasn’t quite kicked its debt problem<\/a>\n <\/div>\n
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By Zac Tate, Economic Strategist, Hottinger Investment Management Is total debt in the UK too high? Have governments borrowed too much? Are the balance sheets of British businesses too stretched? … <\/p>\n

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\n\t\t\t\n\t\t\tApril 15, 2019<\/span>\n The euro area’s design flaws keep the region down<\/a>\n <\/div>\n
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By Zac Tate, Economic Strategist, Hottinger Investment Management Developments in the last 18 months have given us the impression that we live in a China-centric manufacturing world but a US-dollar … <\/p>\n

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\n\t\t\t\n\t\t\tApril 8, 2019<\/span>\n Trouble in corporate paradise. Are CLOs the new CDOs?<\/a>\n <\/div>\n
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By Zac Tate, Economic Strategist, Hottinger Investment Management It couldn\u2019t happen again, could it? The financial crisis continues to cast a long shadow when it comes to global growth, debt … <\/p>\n

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\n\t\t\t\n\t\t\tApril 2, 2019<\/span>\n Investment Review: The march of government bond yields continues – March 2019<\/a>\n <\/div>\n
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By Hottinger Investment Management The significant bounce-back seen so far in 2019 has been finding it difficult to make further headway in March. Investors are seemingly reducing their exposure to … <\/p>\n