The Bank of England is unlikely to back away from raising interest rates in November despite ongoing weakness in growth and productivity.
Global Market Perspective
Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.
We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?
Our economics team review market performance year-to-date, consider whether we have seen the end of the "Trump trade" and ask if investors have become complacent.