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Economic Views

11NOV 2019

UK economy rebounds to avoid recession

Unless the economy improves and a smooth Brexit is achieved, interest rates may be lowered.

2019

OCTOBER

31OCT 2019

Economic Views

Eurozone economy defies pessimists

Latest GDP data shows that France has helped the eurozone economy outperform the more pessimistic consensus forecasts. Whether Germany is in recession remains to be seen.

31OCT 2019

Economic Views

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

31OCT 2019

Multi-Asset

Our multi-asset investment views - October 2019

Looking ahead, our biggest concern is the potential for corporate earnings disappointments in the US.

29OCT 2019

Fixed Income

Is the juice worth the liquidity squeeze? Why taking extra risk in CMBS may not pay off

Subordinated parts of the mortgage-backed securities (MBS) markets can look tempting. However, we think investors in subordinated classes may not understand the range of risks they take on when chasing higher yields.

28OCT 2019

Economic Views

Smooth Brexit could be on cards as election looms

A smooth Brexit could remove some of the fog of uncertainty over the UK economic outlook, a prospect made more likely by the agreement to extend the deadline to 31 January 2020.

21OCT 2019

18OCT 2019

Economic Views

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.