Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
Key issues for bond investors supported from research across fixed income sectors.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
US Economy Health Check chart book
The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
What should investors be thinking about as climate change, corporate governance, and technology disruption change the world we live in?
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.
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.