TalkingPoint

Economic Views

20JUN 2019

Fed holds fire, but July rate cut likely

Economic Views

20JUN 2019

Fed holds fire, but July rate cut likely

Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to res…

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Market Views: Equities

21JUN 2019

Brexit three years on: markets and the economy in six charts

Market Views: Equities

21JUN 2019

Brexit three years on: markets and the economy in six charts

It’s been three years since the UK voted to leave the EU. We look at what’s happened to the economy and markets, and what’s next for investors.

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Market Views: Fixed Income

24JUN 2019

Investors have a second chance to avoid leveraged loan risks

Market Views: Fixed Income

24JUN 2019

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioni…

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Market Views: Multi-Asset

24JUN 2019

Is this elderly market losing its marbles?

Market Views: Multi-Asset

24JUN 2019

Is this elderly market losing its marbles?

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

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Economic and Strategy Viewpoint

18JUN 2019

Economic and Strategy Viewpoint - June 2019

Economic and Strategy Viewpoint

18JUN 2019

Economic and Strategy Viewpoint - June 2019

This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.

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