Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
A summary of the factors driving global markets over the last quarter.
Seeking income in a low rate environment has seen investors search for yield in riskier assets. While the risk associated with higher yielding investments can’t be eliminated, we look at three ways in which that risk can be reduced.
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it’s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
A summary of the factors driving global markets over the last month.