Insights
Are we in for a repeat of the 2008 global financial crisis?
There is a pronounced risk of a global recession during the next two years. But, if it comes, will it be a ‘normal’, V-shaped recession or a more L-shaped financial crisis, replaying what happened in 2008/09? This is the third in our new series of In Depth notes drawing on our consultancy expertise, in this case highlighting a major ongoing project estimating financial vulnerabilities across 177 countries…
European elections – a first step towards our ‘Golden Scenario’?
US economic sentiment and GDP growth to decline this year
Higher energy prices to boost UK inflation
Fathom’s UK ESI points to subdued economic sentiment
UK ESI suggests underlying economic growth is close to 0.2%
Benign investor reaction reflects limited political risk in Spain
Another false start for Japan as economic sentiment hits multi-year low
Fathom’s Top 10 for 2019 Q1
China: caught between a rock and a hard place
CEI reflects optimism over US/China trade deal
US policy stance to return to neutral this year
Euro area expected to grow at a moderate pace in the first quarter
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
China’s data mask hidden underemployment problem
Credit market success breeds complacency
Fed pause raises the prospect of ‘one last party’ in global asset markets
China is slowing, but it is not a consequence of rebalancing
Fathom’s 2018 scorecard
New year, new EU
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
A global recession is coming: here’s why
China’s hokey-cokey approach to reform