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Economics

16OCT 2019

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

2019

OCTOBER

04OCT 2019

Economics

Gloomy week for US data puts spotlight on the Fed

Moderating wage growth and weaker job creation follow disappointing data from the manufacturing sector.

SEPTEMBER

30SEP 2019

Economics

How do presidential impeachments affect markets?

As US President Donald Trump faces fresh impeachment calls, we look at whether such inquiries in the past have moved markets.

16SEP 2019

Markets

Is gold the place to hide from negative yields?

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

AUGUST

07AUG 2019

Markets

Should municipal bonds be a core holding for ESG investors?

Investors on the lookout for ways to invest more responsibly may have overlooked the ESG characteristics inherent in many municipal bonds.

02AUG 2019

Economics

Resilient US labour market overshadowed by trade worries

The latest employment figures are strong, but escalation in the US-China trade dispute increases the prospect of another interest rate cut in September.

JULY

31JUL 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

11JUL 2019

Economics

Powell tees up a US rate cut

In his Congress appearance, Federal Reserve (Fed) chair Jerome Powell set the stage for a US rate cut later this month. We expect more to come this year.