Americas

Highlight

Markets

13АВГ 2019

Argentinian markets tumble as political uncertainty returns

Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.

Economics

05ЮНИ 2019

2019

АПРИЛ

25АПР 2019

Economics

Central banks of Japan and Canada join the dovish camp

Both the Bank of Japan and Bank of Canada left interest rates on hold, as expected, while tweaks to guidance imply a more accommodative stance.

15АПР 2019

Economics

Cooling Canadian housing market poses little threat to financial stability

After a two-decade boom, Canada’s housing market is now slowing as interest rates rise. We examine the impact on the broader economy.

2018

АВГУСТ

31АВГ 2018

Markets

Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

ЮНИ

12ЮНИ 2018

Markets

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 the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

АПРИЛ

06АПР 2018

Global Market Perspective

Global Market Perspective Q2 2018

In this quarter's economic and asset allocation views, we discuss the escalating trade dispute between the US and China as well as examining the factors likely to influence US Treasury yields in the next two years.

ЯНУАРИ

05ЯНУ 2018

Markets

Latin America focus: can politics boost the growth outlook in 2018?

We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.

2017

ДЕКЕМВРИ

12ДЕК 2017

Markets

Outlook 2018: US multi-sector fixed income

In today’s challenging market environment, we believe investors will need three attributes: realism, patience and flexibility.