TalkingPoint

Economic Views

14DEC 2017

A dovish hike from the Federal Reserve

Economic Views

14DEC 2017

A dovish hike from the Federal Reserve

Quickview: The US central bank revised up its growth forecasts but concerns over subdued inflation still linger.

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Market Views: Equities

15DEC 2017

What does record-high German business confidence mean for stocks?

Market Views: Equities

15DEC 2017

What does record-high German business confidence mean for stocks?

We look at what the Ifo index tells us about German business sentiment and the prospects for equities.

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Market Views: Fixed Income

13DEC 2017

Outlook 2018: Global high yield

Market Views: Fixed Income

13DEC 2017

Outlook 2018: Global high yield

Solid credit fundamentals, a moderate uptick in global economic growth with limited inflationary pressure and a favourable supply-demand balance all …

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Market Views: Multi-Asset

01DEC 2017

Outlook 2018: Multi-asset

Market Views: Multi-Asset

01DEC 2017

Outlook 2018: Multi-asset

We are focused on generating returns while the going is good, but also remain alert to any sign that the benign backdrop may be changing.

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Economic and Strategy Viewpoint

08DEC 2017

Economic and Strategy Viewpoint - December 2017

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Economic and Strategy Viewpoint

08DEC 2017

Economic and Strategy Viewpoint - December 2017

As the synchronized upswing continues, we are upgrading our global growth forecast for 2018.

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