A summary of the factors driving global markets over the last quarter.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
There has been significant progress in the Brexit negotiations in the last 48 hours. A withdrawal deal has been agreed between the UK and European Union (EU).
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
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).
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it’s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.