What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
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Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Global Fixed Income Views 4Q19
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Currency intervention
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
Guide to the Markets – Europe - 3Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Will the dollar continue to underperform?
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Quarterly Perspectives - Europe
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Infrastructure roundtable
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Dr. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.