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The US Presidential Election – A New Order

14-Nov-2016
We are pleased to share our election outcome commentary The US Presidential Election – A

Q3 2016 FFTW Quarterly Commentary: “I’m Still Standing”

In our 2016 third quarter commentary, we take a look at following topics:
  •  Brexit wasn’t

What comes next: a post election analysis and outloook

09-Nov-2016
This 30-minute webcast features members of our Investment Strategy Group who discuss likely consequences to…

Growth – will it reappear?

05-Aug-2016
In our webcast: Growth – will it reappear?  Chi Lo, Senior Economist, Greater China; Steven…

Chopper Wars – The implications of monetary and fiscal stimulus in Japan

In this piece, Richard Barwell, Senior Economist and Steven Friedman, Senior Investment Strategist, discuss the…

Federal Reserve Policy Outlook: Time for a Strategy Reboot?

01-Aug-2016
The June Federal Reserve Policy Outlook: Time for a Strategy Reboot? was written by Steven…

Q2 2016 FFTW Quarterly Commentary: Should I Stay or Should I Go?

05-Jul-2016
In this paper, we take a look at following topics:
  • The fallout from Brexit and

Q1 2016 FFTW Quarterly Commentary: The more things change, the more they stay the same

05-Apr-2016
In this paper, we take a look at following topics:
  • Are the downside risks to

ECB & Fed Policy Outlook Discussion

03-Mar-2016
This 30-minute webcast features our Investment Strategy Group discussing the policy outlook in Europe and…

Quarterly Commentary – Q4 2015: Different Year, Same Problems

08-Jan-2016
The investment landscape of 2015 was filled with a number of unforseen shocks which resulted…