UK Bank of England meeting: Rates on hold amid mixed signals on the economy
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
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Economic Update
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
An absolute majority for Macronomics
As widely anticipated, Emmanuel Macron’s La Republique en Marche party has won an absolute majority in the French National Assembly after the second round of legislative elections on Sunday 18 June.
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.
Turning the dial: Portfolio considerations in the late cycle
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
Italy Budget
Italy Budget
1Q18 earnings update: A tailwind from taxes
1Q18 earnings update: A tailwind from taxes
Shedding light on trade turmoil
Over the past week financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.
The ECB “stretches” its monetary policy
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
Quality over quantity: Investment implications of China’s new economic policy
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.