Combining the broadest possible range of assets can help income-hungry investors take advantage of the merits of diversification and optimise the risk-return mix within their portfolio.
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Disappointing UK data releases have raised the prospect of an interest rate cut when the Bank of England meet at the end of the month.
After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
Economists and analysts reacting to the deal have been pretty skeptical. I have aggregated representative responses below. I will give you my thoughts afterwards.
US Economy Health Check chart book
Our Market Insight team take a look at the political event of 2020 and how the US election may affect financial markets.