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Markets

18JUN 2019

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

2019

JUNE

05JUN 2019

Economics

Trump targets Mexico, hits the Fed

We cannot be sure if Trump’s Mexican tariffs are just part of his bargaining strategy, but it may get him the Fed rate cut he wants.

04JUN 2019

Economics

Australian rates sink to all-time low amid labour concerns

The Reserve Bank of Australia has cut rates in response to a labour market that has lost momentum, and amid concerns over household consumption and China’s trade dispute.

MAY

29MAY 2019

Markets

How different assets perform in an economic slowdown

It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?

29MAY 2019

Markets

What ETF flows say about emerging market debt opportunities

Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?

29MAY 2019

Economics

The Global Economy in Pictures - May 2019

In this month's infographic we look at the contagion risk posed by Turkey and Argentina, why UK growth may prove deceptive and global GDP forecasts.

24MAY 2019

Economics

May resignation raises UK recession risk

Our economics experts share their views as Boris Johnson, who could easily take the UK out of the EU without a deal, is installed as favourite to become the UK’s next prime minister.

24MAY 2019

Markets

Our multi-asset investment views - May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.