Brendan Mulhern

We examine the conditions that have led to increasingly high levels of inflation.

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

We unpick the cosy consensus on inflation.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

How does the spread of coronavirus affect the global investment outlook?

Does recent US Federal Reserve activity hint at what lies ahead for US monetary policy?

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

How the property market continues to dominate the cyclical ups and downs of China’s economy.

With a decade of financial excess now behind us, the risks appear skewed to the downside.

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

Can the US equity market continue its stellar performance into 2019?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

China recently signalled a shift towards short-term economic growth by loosening monetary policy. Will this stimulate global reflation?

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Improvements sparked by the advent of the plough help to inform our view that trade wars produce no…

Is the close of an ex-rapper’s cannabis venture capital fund a sign that points to the top of…