Seeking income in a low rate environment has seen investors search for yield in riskier assets. While the risk associated with higher yielding investments can’t be eliminated, we look at three ways in which that risk can be reduced.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
A summary of the factors driving global markets over the last month.
A summary of the factors driving global markets over the last quarter.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
Investment Outlook 2018
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.
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.