The UK economic and equity landscape post-Brexit
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The S&P 500 could hit 10,000 by the mid-2030s
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper examines the recovery progress seen in European markets since the start of 2015.
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.