When will the vaccines allow for a sustained economic recovery? Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications. Read More
What are the implications of the Brexit deal for the economy and markets? It is hard to remember a time when Brexit was not dominating British headlines, but at the midnight hour, UK and EU negotiators finally reached agreement on a new trade deal. Read More
Where still offers value and could continue to benefit if a vaccine is approved? A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved. Read More
Monitoring the global impact of COVID-19 The spread of the coronavirus and its impact on global economic activity has materially changed the investment outlook for 2020. In this piece we provide a framework for tracking infection rates globally and monitoring the impact on economic activity. Read More
How should investors consider the impact of climate change on their portfolios? Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change. Read More
Will trade hostilities undermine the investment case for Chinese assets? Discover how the trade disruption between the US and China due to the pandemic and rising political tensions affect the investment case for Chinese assets. Read More
ECB: Talking the talk but not walking the walk The European Central Bank (ECB) made no changes to its key monetary policy instruments at today’s meeting. Read More
A good investor knows their tools Part of being a good builder is knowing what tools to use. Is something being demolished? Get a sawzall and a sledge hammer. Read More
Could the policy response to Covid-19 lead to a resurgence in inflation? Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy. Read More
EU agrees on budget and recovery fund: A step towards more integration After four days of negotiations the European Union (EU) council has come to an agreement on a EUR 1,074 billion Multiannual Financial Framework and a EUR 750 billion Next Generation EU recovery fund. Read More
Bank of England boosts its bond-buying plans Today the Bank of England (BoE) announced an increase to its planned asset purchases of GBP 100bn, taking the purchase target to GBP 300bn in total. Read More
As the midnight hour draws near, how will Brexit conclude? Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility. Read More
The European Central Bank levels up its stimulus efforts Today’s actions from the European Central Bank (ECB) were at the upper end of market expectations. Read More
Income hunting: If life was tough before, it’s even tougher now While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios. Read More
COVID-19 shows ESG matters more than ever The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors. Read More
The European Central Bank aims to ‘thread the needle’ The leader of the European Central Bank (ECB) has become very familiar with the challenge of ‘threading the needle’ in recent years and the test facing Christine Lagarde today was no different. Read More
The Great Glut: A historic supply and demand shock in the oil market Rising production and collapsing demand due to the COVID-19 pandemic is causing an unprecedented glut in the oil market. As a result, we are currently witnessing a pronounced supply and demand shock that has sent oil prices to a multi-year low. Read More
How bad will the Covid-19 recession be? We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response. Read More
Do investors need to worry about a Japanese-style stagnation in Europe? Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate. Read More
Three reasons investors could return to UK stocks post Brexit Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market. Read More