A possible change in Chinese currency policy?
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
After a strong first quarter, risk assets continued their rally in April.
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.
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.
Many UK defined benefit (DB) pension funds are well along on their de-risking journey. What lies ahead now is relatively unexplored territory. Here we set out things to consider in building a runoff investment strategy.
Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.