Combining the broadest possible range of assets can help income-hungry investors take advantage of the merits of diversification and optimise the risk-return mix within their portfolio.
This should be a supportive environment for emerging market (EM) currencies, as we highlighted in our most recent investment quarterly. A slow start to the year does not alter our positive view.
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
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Disappointing UK data releases have raised the prospect of an interest rate cut when the Bank of England meet at the end of the month.
After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.