Monetary Policy

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Economics

10MAY 2018

Bank of England pauses hikes, awaiting more clarity

The market now shares our view that the next UK rate rise will be in November.

2018

FEBRUARY

15FEB 2018

Economics

Infographic: A view of the global economy in February 2018

In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.

09FEB 2018

Economics

UK interest rate rises to be earlier and greater than expected

Latest comments from the Bank of England (BoE) and its governor Mark Carney indicate that UK interest rates are likely to go up sooner and faster than previously expected.

JANUARY

26JAN 2018

Economics

Why three is the magic number for 2018

We discuss the three factors that will determine whether the reflationary environment continues.

2017

DECEMBER

13DEC 2017

Economics

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.

07DEC 2017

Economics

Outlook 2018: Asian ex Japan equities

A supportive global backdrop for Asian stocks means broader secular trends will continue to play out in 2018.

06DEC 2017

Economics

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.

06DEC 2017

Economics

Outlook 2018: Global bonds

Will 2018 be another year in bond nirvana or are the storm clouds set to upset bondholder stupor?