TalkingPoint

Economic Views

25MAY 2017

UK growth downgrade highlights households’ challenge

Economic Views

25MAY 2017

UK growth downgrade highlights households’ challenge

The Office for National Statistics downwardly revised first quarter GDP growth in the UK amid figures that show pay growth lagging inflation.

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Market Views: Equities

26MAY 2017

How cheap are world stockmarkets? Five key tests

Market Views: Equities

26MAY 2017

How cheap are world stockmarkets? Five key tests

Which is the best measure for finding cheap markets? We explain the pros and cons of each, and look at the latest readings for major markets.

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Market Views: Fixed Income

15MAY 2017

Investors should prepare for liquidity inflection point

Market Views: Fixed Income

15MAY 2017

Investors should prepare for liquidity inflection point

Fixed income investors will need to be opportunistic as periods of volatility are set to increase.

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Market Views: Multi-Asset

15FEB 2017

Trump and the global economy: the good, the bad and the ugly

Market Views: Multi-Asset

15FEB 2017

Trump and the global economy: the good, the bad and the ugly

If President Trump succeeds in eliminating the US trade deficit it would be positive for US growth, but could have concerning consequences for the gl…

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Economic and Strategy Viewpoint

12MAY 2017

Economic and Strategy Viewpoint - May 2017

Economic and Strategy Viewpoint

12MAY 2017

Economic and Strategy Viewpoint - May 2017

In this month's update we ask whether the dollar has turned, look at whether the UK's snap election offers hope for a softer Brexit, and see a case o…

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