Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
Rising tension between the US and Iran has become the first focal point for markets in 2020. Do the latest developments alter the macro outlook and how are markets pricing geopolitical risk?
Investors going into 2020 are facing a very different environment from a year ago. What could the year bring, and where might the opportunities lie?
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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.
Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special.
Guide to the Markets
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.
US Economy Health Check chart book