TalkingPoint

Economics

22SEP 2017

Markets shrug at May's Florence speech

Economics

22SEP 2017

Markets shrug at May's Florence speech

Theresa May’s speech confirmed that the UK is seeking a transition period but gave few further details on the final shape of Brexit.

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Watch/Listen

16AUG 2017

How will central bank tightening affect emerging market bonds?

Watch/Listen

16AUG 2017

How will central bank tightening affect emerging market bonds?

Rajeev de Mello explains that emerging markets are prepared for tighter monetary policy and highlights the Asian countries offering the most attracti…

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Markets

25SEP 2017

With the German election over, it’s time to focus on Europe’s growth opportunities

Markets

25SEP 2017

With the German election over, it’s time to focus on Europe’s growth opportunities

With Angela Merkel set for a fourth term as Chancellor, we think the market’s focus should return to Europe’s strengthening economy.

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Markets

21SEP 2017

A red light is flashing over "bond proxy" income funds

Markets

21SEP 2017

A red light is flashing over "bond proxy" income funds

Stocks from "bond proxy" sectors such as tobacco could be bad for your wealth, but many income funds are full of them.

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Economic and Strategy Viewpoint

18AUG 2017

Economic and Strategy Viewpoint - September 2017

Economic and Strategy Viewpoint

18AUG 2017

Economic and Strategy Viewpoint - September 2017

This month, the economics team discuss the fine lines between positive economic growth and manageable inflation.

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Global Market Perspective

07JUL 2017

Global Market Perspective Q3 2017

Global Market Perspective

07JUL 2017

Global Market Perspective Q3 2017

In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at th…

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