Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.
We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?
How have Hong Kong and Singapore banks fared since the onset of the Global Financial Crisis? We take a look at a decade of returns to find out.
Although employment growth is positive, the Federal Reserve will likely remain on hold for 2017 while inflation remains weak and balance sheet reduction looms.
Low inflation is harrying the hawks, and is keeping the Fed cautious as it looks to reduce its balance sheet.
The combination of balance sheet reduction and low inflation suggests there may not be another rate hike in 2017.
Global Market Perspective
In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.
Our economics team review market performance year-to-date, consider whether we have seen the end of the "Trump trade" and ask if investors have become complacent.