Mostly stable, mostly moderate
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
What to expect in the next 15 years.
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
Article highlighting why now is a good time for investing in infrastructure
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Pension Pulse Summer 2019
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
The tide has turned for the U.S. dollar
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.