A case for Europe
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Search Result
Results for:
Refine by:
Format
Audience
Topic
Asset Class
Date
People
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Italy Budget
Italy Budget
Long Term Capital Markets Return Assumptions 2013
Expected returns and correlations of asset classes.
UK Bank of England meeting: Rates on hold amid mixed signals on the economy
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
The ECB “stretches” its monetary policy
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
An absolute majority for Macronomics
As widely anticipated, Emmanuel Macron’s La Republique en Marche party has won an absolute majority in the French National Assembly after the second round of legislative elections on Sunday 18 June.
Macron conquers, but France remains deeply divided
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
Policy announcement from the Bank of Japan: A perfect move from the new governor
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Long-term Capital Market Return Assumptions 2011
Expected returns and correlations of asset classes.