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As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
Key issues for bond investors supported from research across fixed income sectors.
US manufacturing activity does not appear to be immune to the slowdown in global trade.
While China’s economic growth showed some signs of a pickup in early 2019, overall activity in the rest of emerging Asia looks still weak, especially exports.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
With Mexico the latest target of Washington’s tariff tactics, trade tensions are clearly escalating, not subsiding. Could this be the final straw to push the Federal Reserve to cut rates?
Stay up to date on the latest thoughts from our Currency Management Group.
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.