Quarterly Perspectives - Europe
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
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Portfolio considerations for investors concerned about a downturn
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Review of Markets over the fourth quarter of 2018
A summary of the factors driving global markets over the last month.
Review of markets over the second quarter 2017
A summary of the factors driving global markets over the last quarter.
The Bank of England increases rates
As expected, the FOMC voted to maintain the federal funds rate at a range of 1.00% to 1.25% at the November meeting, citing “realized and expected labor market conditions and inflation” as the driving forces behind today's decision.
Super Mario goes out with a bang
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
How to hedge against a downturn?
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.