TalkingPoint

Economic Views

18OCT 2019

Does record low for China growth mark a turning point?

Economic Views

18OCT 2019

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.

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Market Views: Equities

16OCT 2019

Which stock markets are "cheap" entering the final quarter of 2019?

Market Views: Equities

16OCT 2019

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

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Market Views: Fixed Income

15OCT 2019

The death of yields in six charts

Market Views: Fixed Income

15OCT 2019

The death of yields in six charts

Bond yields have declined remarkably since 2008, with a growing proportion now below zero. Here we highlight some extreme instances of ultra-low yiel…

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Market Views: Multi-Asset

17OCT 2019

Investment returns of 6% or 11%: who’s right?

Market Views: Multi-Asset

17OCT 2019

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, in…

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Economic and Strategy Viewpoint

02OCT 2019

Economic and Strategy Viewpoint - October 2019

Economic and Strategy Viewpoint

02OCT 2019

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the pr…

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