TalkingPoint

Markets

14DEC 2018

Outlooks 2019: Emerging markets debt relative

Markets

14DEC 2018

Outlooks 2019: Emerging markets debt relative

Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additio…

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Markets

14DEC 2018

Brexit the top concern for UK end clients

Markets

14DEC 2018

Brexit the top concern for UK end clients

A recent survey of UK financial advisers has exposed the depth of domestic investors’ Brexit concerns, while suggesting investment in UK equities cou…

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Economics

11DEC 2018

How the Brexit delay has moved markets – and what it means for the economy

Economics

11DEC 2018

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.

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Watch/Listen

11SEP 2018

60 seconds on why investors are converting to convertibles

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Watch/Listen

11SEP 2018

60 seconds on why investors are converting to convertibles

Martin Kuehle discusses the appeal of convertible bonds amid a backdrop of increased market volatility.

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Economic and Strategy Viewpoint

30NOV 2018

Economic and Strategy Viewpoint - December 2018

Economic and Strategy Viewpoint

30NOV 2018

Economic and Strategy Viewpoint - December 2018

In our latest update to our growth forecasts, we explain why we've downgraded global growth for 2019.

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Global Market Perspective

08OCT 2018

Global Market Perspective - Q4 2018

Global Market Perspective

08OCT 2018

Global Market Perspective - Q4 2018

The intensifying trade wars, Italy's debt dynamics and the US yield curve are among the topics we discuss in our latest economic and asset allocation…

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