TalkingPoint

Economic Views

20NOV 2019

Infographic: A snapshot of the world economy in November 2019

Economic Views

20NOV 2019

Infographic: A snapshot of the world economy in November 2019

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

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Market Views: Equities

20NOV 2019

Who’s buying UK shares and what does it tell us?

Market Views: Equities

20NOV 2019

Who’s buying UK shares and what does it tell us?

High demand for UK-quoted companies from large and experienced buyers suggests other investors may be overlooking an opportunity

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Market Views: Fixed Income

29OCT 2019

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

Market Views: Fixed Income

29OCT 2019

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 und…

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Market Views: Multi-Asset

19NOV 2019

Are we witnessing the US dollar’s fall from grace?

Market Views: Multi-Asset

19NOV 2019

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a wea…

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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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