Market Views: Multi-Asset

06FEB 2019

Monthly markets review - January 2019

A look back on markets in January, when equities received a lift from signals that the US Federal Reserve would be more patient with interest rate increases.

Market Views: Multi-Asset

07JAN 2019

Economic views

02JAN 2019



12DEC 2018

Market Views: Equities

Outlook 2019: Commodities

We look across the range of commodities and find that supply and demand dynamics should mean elevated anxiety levels can be overcome and drive positive returns in 2019.


20JUN 2018

Market Views: Multi-Asset

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

08JUN 2018

Market Views: Equities

Where next for precious metals?

The outlook for gold and silver, and for the companies producing them, was in the spotlight at the recent Zurich Gold Fair. Here’s what we learned.


04MAY 2018

Market Views: Multi-Asset

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.


19APR 2018

Market Views: Multi-Asset

Our multi-asset views for April 2018

We break down our views on all the major asset classes, from equities to currencies, in one simple infographic.


20MAR 2018

Market Views: Equities

US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.


18JAN 2018

Market Views: Equities

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.