Economics
01JUL 2019
Economics
29JUL 2019
In the monthly update of our investment views, we have upgraded German government bonds.
Economics
01JUL 2019
Economics
24MAY 2019
23APR 2019
Economics
This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.
25FEB 2019
Economics
In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening.
18JAN 2019
Economics
In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.
28DEC 2018
Economics
In our latest monthly update we discuss rising market volatility, our upgrade to gold and bonds as a diversifier.
29OCT 2018
Economics
This month in our update of our investment views, we have upgraded equities overall, and also specifically Japanese stocks.
30SEP 2018
Economics
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.
30AUG 2018
Economics
This month, in our update of our asset allocation views, we have downgraded commodities but retain a positive stance.
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