TalkingPoint

Economic Views

19JUN 2018

Trade tensions - the US ups the ante

Economic Views

19JUN 2018

Trade tensions - the US ups the ante

As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market e…

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Market Views: Equities

21JUN 2018

Is the high street really doomed?

Market Views: Equities

21JUN 2018

Is the high street really doomed?

The UK high street is in disarray following more closures, and retail stocks are under real pressure. We look at how serious the problems are for the…

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Market Views: Fixed Income

12JUN 2018

Why Argentina woes shouldn’t detract from positive emerging market debt story

Market Views: Fixed Income

12JUN 2018

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given…

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Market Views: Multi-Asset

20JUN 2018

Our multi-asset investment views for June 2018

Market Views: Multi-Asset

20JUN 2018

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

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Economic and Strategy Viewpoint

01MAY 2018

Economic and Strategy Viewpoint - May 2018

Economic and Strategy Viewpoint

01MAY 2018

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

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