Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
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.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
The performance of the US dollar significantly diverged from relative rate spreads
The potential political, macro and credit risks insurers may want to address in 2019.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics