Factor investing through the cycle
1Q18 earnings update: A tailwind from taxes
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
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 systematic back-test of MSCI ESG ratings
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.