The investment implications of tax reform
Investment Outlook 2018
Attention is increasingly turning to the question of how and when the U.S. Federal Reserve will start to reduce the size of its balance sheet, now that it has begun raising interest rates.
This paper examines the recovery progress seen in European markets since the start of 2015.
Dovish central banks, strong fundamentals and an improved outlook for China suggest that all stars are aligned for emerging markets. How long can the year-to-date rally continue?
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Global markets and multi-asset portfolios
A summary of the factors driving global markets over last month.
A summary of the factors driving global markets over the last month.