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20JUN 2018

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

2018

JUNE

05JUN 2018

Markets

The market stories of May: our charts of the month

May was an eventful month in financial markets. We chart our way around key developments that matter to investors

01JUN 2018

Economics

US employment update eases concerns over economic strength

Quickview: Doubts about the strength of the US economy were assuaged with the release of the employment report for May.

MAY

16MAY 2018

Markets

Our multi-asset investment views for May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.

10MAY 2018

Economics

Are Australia and Canada’s cooling housing markets a threat to financial stability?

After a long housing boom in Australia and Canada, some observers expect a sharp correction. Should this spark concern about the wider economic impact in these countries?

04MAY 2018

Economics

US employment report signals the economy has peaked at a high level

Quickview: Recent data confirm the US is late in the cycle and we maintain our forecast for a total of four interest rate hikes this year.

04MAY 2018

Markets

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

02MAY 2018

Economics

Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.