Snapshot

Highlight

Markets

24JUN 2019

Is this market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

Markets

19JUN 2019

2019

JUNE

18JUN 2019

Watch/Listen

What to look for when investing in global cities

Hugo Machin, Co-Head of Global Real Estate Solutions, explains what makes a successful global city investment and why London is so highly rated.

18JUN 2019

Markets

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.

12JUN 2019

Markets

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

07JUN 2019

Economics

US jobs report increases economic slowdown fears

Weaker US non-farm payrolls data could be the first sign of a cooling labour market

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

30MAY 2019

Economics

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.