Currencies

Highlight

Fixed Income

04DEC 2019

Outlook 2020: Global bonds

Could US dollar weakness grease the wheels of global growth in 2020?

Economics

15NOV 2019

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.