Investment team videos

Highlight

Strategy & economics

12JUL 2019

Kieron Launder: 2019 second quarter update

Low levels of inflation and low interest rates are supportive of higher valuations. They also suggest growth equities will continue to outperform.

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Strategy & economics

11JUL 2019

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Strategy & economics

09JUL 2019

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2019

JULY

09JUL 2019

Strategy & economics

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

08JUL 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 8 July

This week we’re looking forward to corporate outlooks for the full year, and on Thursday markets will be scrutinising Federal Reserve Governor Jerome Powell’s biannual report

05JUL 2019

Strategy & economics

Janet Mui: weekly economic update 5 July

Friday's unexpectedly strong US job data raises questions about when – rather than if – the Fed will make the first cut to rates

JUNE

24JUN 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 24 June

More important than this week’s data releases is the upcoming G20 summit in Tokyo – and whether it might ease the US/China trade standoff

21JUN 2019

Strategy & economics

Janet Mui: weekly economic update 21 June

This week’s central bank activity has both the Fed and the ECB sounding distinctly dovish, but the Bank of England appears unmoved

17JUN 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 17 June

Market expectations of a rate cut are growing, and this week sees a lot of central bank action with meetings of the Bank of England and the Bank of Japan, and the ECB’s forum gathering at Sintra

14JUN 2019

Strategy & economics

Janet Mui: weekly economic update 14 June

UK and Eurozone data indicates weakening economic performance and, in the US, slowing inflation is expected to add to the case for a rate cut

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Robert Ridland

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Jason Huang

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