Fixed Income

Highlight

Economics

13DEC 2018

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

Economics

05DEC 2018

2018

NOVEMBER

22NOV 2018

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

06NOV 2018

Economics

Monthly markets review - October 2018

A review of markets in October when shares fell sharply amid ongoing concerns over global growth and trade.

OCTOBER

04OCT 2018

Economics

Quarterly markets review - Q3 2018

A review of markets in Q3 2018, when US equities powered ahead but political uncertainty and trade fears weighed on several other regions.

SEPTEMBER

26SEP 2018

Economics

Five charts that explain the case for emerging markets

For those investors unfamiliar with emerging markets, it’s important to understand some key facts about risks and rewards, as well as their sheer importance in the world economy.

06SEP 2018

Economics

Monthly markets review - August 2018

A review of markets in August when US equities advanced but other regions lost ground against a backdrop of trade tensions and a currency crisis in Turkey.

AUGUST

06AUG 2018

Economics

Monthly markets review - July 2018

A look back at markets in July when global equities were supported by resilient economic data in the US and some strong corporate earnings.

JULY

05JUL 2018

Economics

Quarterly markets review - Q2 2018

A look back on what was a volatile second quarter for financial markets.