Economics
19NOV 2018
Outlook 2019: European equities
European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.
Europe ex UK
Highlight
2018
OCTOBER
12OCT 2018
Economics
Bond vigilantes at the gates in Italy
Italy’s highly indebted government is a major concern for investors. Bond vigilantes are circling and they will ultimately decide whether Italy faces another debt crisis.
SEPTEMBER
30SEP 2018
Economics
Our multi-asset views for September 2018
Here's what's changed in our views on a wide range of investment types this month, with a number of changes in the currencies space.
10SEP 2018
Economics
Growth to slow as trade wars escalate
We have cut our global growth forecasts as a deeper and more prolonged trade war is anticipated between the US and China.
AUGUST
31AUG 2018
Economics
Summer wrap: the macro and markets news you might have missed
With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.
JULY
06JUL 2018
Economics
Why has eurozone trade slowed?
We look at where trade has fallen and what this means for growth.
MAY
23MAY 2018
Economics
Our multi-asset investment views - May 2018
This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.
22MAY 2018
Economics
Why the oil & gas sector is energising investors
The recent rise in oil prices is not the only reason why the sector looks attractive.