Departments
Find your desk
Six departments and fifteen desks, run by 66 members. Choose a department to see what it produces, where it aims and who is on it.
Asset Management desk
Macro & Strategy
Central banks, economic data, geopolitics and asset allocation views. The desk publishes Monthly Market Views and its views feed the investment committee's themes.
What the desk does
- I.Monthly Market Views, the desk's monthly report on markets and the economy.
- II.Coverage of central banks, economic data and geopolitics.
- III.Asset allocation views for the investment committee.
Where the desk aims
Target firms
- BlackRock
- Fidelity
- Capital Group
- Vanguard
- State Street
- Schroders
- Amundi
- PIMCO
- J.P. Morgan Asset Management
- Goldman Sachs Asset Management
- Wellington Management
- T. Rowe Price
Published work
Research
- Macro & StrategyNo Country for Cheap Money: Treasury Yields at Their Highest since 2007Monthly Market Views, October 2026, 5 pagesBy Luís Laboreiro, Alexander Schilling
- Macro & StrategyEmpire Strikes Back: Nvidia reclaims controlMonthly Market Views, September 2026, 4 pagesBy Luís Laboreiro, Luka Thomson
- Macro & StrategyNerves return: geopolitical tension and AI capex fears test market resilienceMonthly Market Views, July 2026, Issue 07, 4 pagesBy Luís Laboreiro, Luka Thomson
The people
On the desk
Applications closed
Recruiting reopens next term.
Associate applications are closed for now. Follow us on LinkedIn for the next intake.