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2019

18OKT 2019

Caspar Rock: 2019 third quarter update

The past three months saw rising equities and strong performance from bonds and gold. Risks ahead include ongoing US-China trade disputes and Brexit outcomes. "We are prepared to be agile if circumstances change."

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2019

AUGUST

01AUG 2019

2019

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULI

26JUL 2019

2019

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

10JUL 2019

2019

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

09JUL 2019

2019

Caspar Rock: 2019 second quarter update

After a period of strong market performance, "few assets could be described as cheap". Looking ahead, US-China trade conflict remains a key risk

02JUL 2019

Märkte

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

APRIL

18APR 2019

2019

Janet Mui: weekly economic update 18 April

Data released this week has continued to surprise - positively for China and the UK - despite continuing uncertainty

12APR 2019

2019

Janet Mui: weekly economic update 12 April

Brexit' delay protracts uncertainty for the UK. In Europe and the US, interest rate policy remains

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