A summary of the factors driving global markets over the last month.
Emerging market equities are inherently volatile. But investors shouldn’t be deterred. If investors have a long time horizon, the emerging markets are expected to pay returns well in excess of developed market equities.
A summary of the factors driving global markets over the last quarter.
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.
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE