Monthly Market Review - August
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
US Economy Health Check chart book
UK wages grew at the fastest pace since 2008 in July, with the three-month average growth rate for wages including bonuses reaching 4% year on year.
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.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?