Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Global Economics Update How could non-energy shortages affect supply chains? In the coming months, depressed shipments of non-energy commodities through the Strait of Hormuz risk disrupting some supply chains using aluminium, plastics and synthetic rubber. The risks are... 16th April 2026 · 8 mins read Global Economics Update Initial war hit to world trade appears small After a strong start to the year, the early signs are that disruptions from the Iran war did not deal a heavy blow to world trade in March. In other trade developments, China continues to gain global... 15th April 2026 · 5 mins read Asset Allocation Update Treasuries’ hedging role is diminished, but not gone The recent return of a positive stock-bond correlation has raised questions about the role of bonds in a portfolio, such as the traditional “60/40”. We agree that their use as a hedge may have... 15th April 2026 · 4 mins read Global Economics Update The economic consequences of a tax on Hormuz trade A tax on shipping through the Strait of Hormuz would be unlikely to have major near-term implications for global energy markets, trade or wider economic activity. But depending on how it is structured... 9th April 2026 · 4 mins read Pagination Previous … Page 11 Page 12 Page 13 Page 14 Current page 15 Page 16 Page 17 Page 18 Page 19 … Next
Global Economics Update How could non-energy shortages affect supply chains? In the coming months, depressed shipments of non-energy commodities through the Strait of Hormuz risk disrupting some supply chains using aluminium, plastics and synthetic rubber. The risks are... 16th April 2026 · 8 mins read
Global Economics Update Initial war hit to world trade appears small After a strong start to the year, the early signs are that disruptions from the Iran war did not deal a heavy blow to world trade in March. In other trade developments, China continues to gain global... 15th April 2026 · 5 mins read
Asset Allocation Update Treasuries’ hedging role is diminished, but not gone The recent return of a positive stock-bond correlation has raised questions about the role of bonds in a portfolio, such as the traditional “60/40”. We agree that their use as a hedge may have... 15th April 2026 · 4 mins read
Global Economics Update The economic consequences of a tax on Hormuz trade A tax on shipping through the Strait of Hormuz would be unlikely to have major near-term implications for global energy markets, trade or wider economic activity. But depending on how it is structured... 9th April 2026 · 4 mins read
