What would a Conservative government mean for sterling?
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Why the US dollar may not be as overvalued as you think
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Themes from the quarterly Quantitative Beta Research Summit
Implications for insurance capital requirements
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
Key findings from the Multi-Asset Solutions Strategy Summit
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.