Multi-Asset
19NOV 2019
Outlook 2020: Global bonds
Could US dollar weakness grease the wheels of global growth in 2020?
Currencies
Highlight
2019
MAY
20MAY 2019
Economics
Investment Horizons - Spring 2019
With so much in the news about geopolitical, economic and late market cycle risks, we wanted to focus this edition of Investment Horizons on the underlying drivers of these factors: the global consumer.
JANUARY
16JAN 2019
Economic Views
Brexit deal defeat triggers huge uncertainty: what next?
Possibility of no deal Brexit is as high as ever, risking a UK recession this year.
2018
DECEMBER
11DEC 2018
Economic Views
Resignation rocks rupee and Indian reform outlook
The resignation of India’s central bank governor has implications for politics and financial markets
OCTOBER
05OCT 2018
Equities
Brexit: 23 answers to investors’ questions
There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.
AUGUST
14AUG 2018
Equities
Turkey trouble: what's behind it and what does it mean for EM?
Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.
JULY
19JUL 2018
Economic Views
Is China’s currency weakness the latest salvo in trade tensions?
Quickview: Craig Botham questions whether China’s currency is being used as a weapon in trade tensions.
JUNE
21JUN 2018
Equities
Brexit vote two years on: seven charts that tell the story
On the anniversary of the UK's vote to leave the European Union we look at the timeline to Brexit and what's happened in markets and the UK economy.