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.
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.
A summary of the factors driving global markets over the last month.
Equity markets experienced welcome respite in January, after a torrid end to 2018.
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi
Michael reviews current market dynamics, walks through four investment strategies that have performed well over multiple cycles as this one enters its latter stages, and shares his thoughts on the Helsinki summit.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
This week, the Federal Reserve (Fed) revealed itself to be even more dovish than generally perceived, both in the caution with which it assesses the current state of the economy and in its projections for the economy and interest rates.