The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
The Bank of England (BoE) Monetary Policy Committee (MPC) today voted unanimously to keep interest rates at 0.75%. This was in-line with market expectations and as such there was a muted market reaction to the announcement.
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.
Seeking income in a low rate environment has seen investors search for yield in riskier assets. While the risk associated with higher yielding investments can’t be eliminated, we look at three ways in which that risk can be reduced.
UK wages grew at the fastest pace since 2008 in July, with the three-month average growth rate for wages including bonuses reaching 4% year on year.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Matching cashflows and managing liquidity in maturing pension funds illustrated in an easy to read infographic.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
What are the implications of quantitative tightening for the global bond market?