The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
As widely anticipated, Emmanuel Macron’s La Republique en Marche party has won an absolute majority in the French National Assembly after the second round of legislative elections on Sunday 18 June.
An update from the front lines of the Trade War, with a focus on implications for investors
Recent data from the Institute for Supply Management (ISM) suggest that the manufacturing part of the US economy is now contracting.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
The Chancellor pointed out at the beginning of this budget that a new budget could be required in the spring if a Brexit deal is not reached.
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