Currencies

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Economics

20MAY 2019

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.

2018

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.

20JUN 2018

Multi-Asset

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.

05JUN 2018

Multi-Asset

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

APRIL

19APR 2018

Multi-Asset

Our multi-asset views for April 2018

We break down our views on all the major asset classes, from equities to currencies, in one simple infographic.