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.
US Economy Health Check chart book
Incorporating Environmental, Social & Governance
UK wages grew at the fastest pace since 2008 in July, with the three-month average growth rate for wages including bonuses reaching 4% year on year.
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
Monthly Market Review - August
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?