A weekly review of global markets and multi-asset portfolios
The general public, especially in Asia, is understandably anxious about the latest coronavirus outbreak that originated in Wuhan, China.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Key findings from the Multi-Asset Solutions Strategy Summit
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Why the US dollar may not be as overvalued as you think
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics