Key findings from the Multi-Asset Solutions Strategy Summit
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
What would a Conservative government mean for sterling?
Why the US dollar may not be as overvalued as you think
Themes from the quarterly Quantitative Beta Research Summit
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.