Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
Currencies through an ESG lens
The trade dispute between the US and China shows few signs of resolution. Why are global tariffs rising, which economies are most vulnerable and how can investors position themselves for this more challenging environment?”
Global - Currency Thoughts - PDF
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
In January 2018, the performance of the US dollar significantly diverged from relative rate spreads. This divergent performance was unusual when viewed from a historical perspective, but has reoccurred again, albeit to a lesser extent, in recent weeks.
The performance of the US dollar significantly diverged from relative rate spreads
Implications for insurance capital requirements
Last night a series of votes took place in the UK House of Commons. The purpose of the votes was to establish a potential way forward for the Brexit negotiations that could command the support of a majority of members of Parliament (MPs).
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE