Insights
Introducing Fathom’s 2019 Q2 forecast: President Trump’s bark is (probably) worse than his bite
Nearly as predictable as the phases of the moon, Donald Trump’s protectionist rhetoric continues to wax and to wane. Talk of tariffs has been in the ascendency as we sign off on our latest quarterly forecast, with the comprehensive Sino–US trade deal, which seemed so close in early spring, now but a distant memory. The turning point came on 6 May, days after the S&P 500 had eclipsed its early October peak, when the US President took to the Twittersphere...
Weak economy opens door to opposition victory in Istanbul
Fathom’s UK ESI highlights risk of economic stagnation
China: heading for the slow lane
Investors remain overly wary of Greek default risk
China’s ticking NPL time bomb
CEI drops sharply amid escalating trade tensions
Charting the FLI path of global growth
Downward trend in Italian sentiment continues
Are we in for a repeat of the 2008 global financial crisis?
CEI reflects optimism over US/China trade deal
What to expect from long-term expected returns — Fathom edition
Does China threaten US hegemony?
On gaming, Brexit, and the importance of looking around corners
Smart Beta 2.0 — rise of the machines
Introducing Fathom’s 2019 Q1 forecast: Stepping back from the edge?
China using capital flows to leapfrog up the global value chain
Credit market success breeds complacency
Fed pause raises the prospect of ‘one last party’ in global asset markets
Fathom’s 2018 scorecard
Fathom global outlook: feel the market
Do they know it’s value time at all?
Time to lay off the monetary meds
Time to lay off the monetary meds
Introducing Fathom’s 2018 Q4 forecast: Time to party like it’s 1989?
Made in China, exposed by RiCArdo
A flick about FLiq
Asset allocation: taking stock and dodging smoking barrels
Escalating trade tensions: one step closer to Donald Dark
A global recession is coming: here’s why
China’s hokey-cokey approach to reform
Euro area: set to catch a cold?
EMs – fine now, cry later
Timeout for US small caps?
Time to batten down the hatches?