Capital Perspectives
Capital Perspectives
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Capital Perspectives provides you with our views around markets, positioning, asset class round-up, and a close-up look at key portfolio issues.



The Fed curbs its enthusiasm (PDF)
September 6, 2016

The way forward in a post-Brexit world (PDF)
July 6, 2016

Moving on... (PDF)
June 7, 2016

Only fools rush in (PDF)
May 2, 2016

A risk-filled recovery keeps us stuck in neutral (PDF)
April 11, 2016

Something's gotta give (PDF)
March 7, 2016

Softer growth & oil prices: A new normal? (PDF)
February 2, 2016

The Fed's rate hike clock: Should it press the snooze button? (PDF)
December 2, 2015

Everything old is new again (PDF)
November 4, 2015

Perception becomes reality (PDF)
October 8, 2015

August markets: the storm before the (relative) calm (PDF)
September 9, 2015

Halftime report for 2015: a look back, a look ahead (PDF)
July 8, 2015

Zero interest rate policy: Easy come ... not-so-easy go (PDF)
June 4, 2015

Searching for equilibrium (PDF)
May 4, 2015

Repricing the U.S. dollar (PDF)
April 1, 2015

Goldilocks and the two bears (PDF)
March 2, 2015




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