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Economics

14OCT 2019

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

2019

AUGUST

07AUG 2019

Markets

Should municipal bonds be a core holding for ESG investors?

Investors on the lookout for ways to invest more responsibly may have overlooked the ESG characteristics inherent in many municipal bonds.

02AUG 2019

Economics

Resilient US labour market overshadowed by trade worries

The latest employment figures are strong, but escalation in the US-China trade dispute increases the prospect of another interest rate cut in September.

JULY

31JUL 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

11JUL 2019

Economics

Powell tees up a US rate cut

In his Congress appearance, Federal Reserve (Fed) chair Jerome Powell set the stage for a US rate cut later this month. We expect more to come this year.

05JUL 2019

Economics

US jobs jump to ease pressure on Fed

The most important US jobs report of 2019 so far exceeded expectations and may reassure the Federal Reserve about the state of the US economy.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

24JUN 2019

Markets

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.