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Markets

20AUG 2019

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

We expect lower interest rates to support commercial real estate and residential property values. How can investors take advantage?

2019

AUGUST

06AUG 2019

Markets

Monthly markets review - July 2019

A look back at markets in July when shares made a modest advance and all eyes were on the Federal Reserve meeting at the end of the month.

JULY

25JUL 2019

Markets

European equities: which style has been in vogue this year?

European shares made a strong advance in the first half of 2019, but the gains were not evenly spread across the market.

10JUL 2019

Economics

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

Economics

What is left in the toolkit for central banks in developed markets?

Low interest rates will limit the ability of central banks to cut rates further if the economy turns pear-shaped. We examine the other options available in developed markets.

04JUL 2019

Markets

Quarterly markets review - Q2 2019

A look back at markets in Q2 when shares gained despite ongoing trade tensions.

JUNE

27JUN 2019

Markets

The downgrade risks facing passive investment grade bondholders

Passive credit investors could be facing significant downgrade losses when the next economic downturn hits. Active managers, however, have the flexibility to manage these risks more efficiently.

21JUN 2019

Markets

Brexit three years on: markets and the economy in six charts

It’s been three years since the UK voted to leave the EU. We look at what’s happened to the economy and markets, and what’s next for investors.