Multi-Manager fund manager Joe Le Jéhan argues that it’s not time to be following market consensus as the first quarter of 2016 has cast doubts over a number of widely-accepted themes.
Global Market Perspective
Economic and asset allocation views covering Q2 2016. This includes our global growth update, 30-year return forecasts, and our research note assessing the risk of a US recession.
Having recovered their composure after a tumultuous start to 2016, investors are now looking for a new catalyst, but what will it be and where next for markets?
An overview of markets in Q1 2016, when emerging market equities outperformed their developed counterparts, supported by hopes of political change in Brazil.
Economic and Strategy Viewpoint
In this month's Viewpoint out top economists analyse the global economy and ask whether the panic is over, and what's next? They consider Brexit risks and whether now is the right time to buy emerging markets.
The latest Multi-Asset Insights looks at the impact of a strong dollar and why any further sharp appreciation might put pressure on global growth.
An overview of markets in January 2016 when worries over growth in China and the US, as well as volatile oil prices, put significant pressure on global equities.