Economic Update
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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New Bank of England Governor to be greeted by a change in the fiscal wind
Today the Bank of England’s (BoE) Monetary Policy Committee met, and voted by a majority of 7-2 to keep the policy interest rate at 0.75%.
Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
War of the Worlds
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Fundamentally speaking: Duration outweighs valuation
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
What would a Conservative government mean for sterling?
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
2019 Insurance Outlook
The key political, macro and credit risks that insurers may want to address in 2019.