At first glance, the "phase one" US-China trade deal looks to slightly exceed our expectations, suggesting modest upside to our economic growth forecasts.
This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.
This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.
November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.
The level of cynicism towards sustainable investments has fallen sharply, Schroders Institutional Investor Study found.