26APR 2019

Economic Views

Robust US growth figures calm recession worries

Weaker inflation suggests interest rates are likely to remain on hold

25APR 2019

Economic Views

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.

23APR 2019

Market Views: Multi-Asset

Our multi-asset investment views for April 2019

This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.

17APR 2019

Economic Views

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

17APR 2019

Economic Views

Infographic: A view of the world economy in April 2019

In this month's infographic we explore investors' main concerns for 2019 including political risk and a sustained low growth environment.

16APR 2019

Market Views: Equities

Infographic: Sustainability Report Q1 2019

In the latest sustainability report we provide an update on the current state of play for sugar, and look at the legalisation of cannabis and climate challenges posed by feeding the planet.

11APR 2019

Economic Views

Is the UK stuck in Brexit limbo?

Extension to the Brexit deadline reduces the incentives for the UK parliament to compromise.

05APR 2019

Economic Views

Strong non-farm payrolls gets US job market back on track in March

US non-farm payroll gains came roaring back in March, confirming February’s weakness as a blip.


29MAR 2019

Market Views: Equities

The chart that tells the story of value investing’s potential

Value stocks are currently the most out of favour in the history of financial records. Is now the time for value to make its comeback?

25MAR 2019

Economic Views

Brexit goes into extra time

A critical week in parliament could lead to a change in leadership.