TalkingPoint

Markets

15JAN 2019

Why fears over the rise in triple-B corporate bonds look overdone

Markets

15JAN 2019

Why fears over the rise in triple-B corporate bonds look overdone

Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent o…

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Markets

15JAN 2019

Which stock markets look ‘cheap’ as we head into 2019?

Markets

15JAN 2019

Which stock markets look ‘cheap’ as we head into 2019?

As the dust settles on 2018 in turbulent fashion, Duncan Lamont assesses how market valuations look as we head into 2019.

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Economics

16JAN 2019

Brexit deal defeat triggers huge uncertainty: what next?

Economics

16JAN 2019

Brexit deal defeat triggers huge uncertainty: what next?

Possibility of no deal Brexit is as high as ever, risking a UK recession this year.

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Watch/Listen

03JAN 2019

Outlook 2019: 60 seconds on the global economy

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Watch/Listen

03JAN 2019

Outlook 2019: 60 seconds on the global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

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Economic and Strategy Viewpoint

04JAN 2019

Economic and Strategy Viewpoint - January 2019

Economic and Strategy Viewpoint

04JAN 2019

Economic and Strategy Viewpoint - January 2019

In our latest update we review 2018 and look ahead to key themes for 2019 and some potential "black swans".

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Global Market Perspective

09JAN 2019

Global Market Perspective - Q1 2019

Global Market Perspective

09JAN 2019

Global Market Perspective - Q1 2019

Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on i…

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