Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Risks assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
The results of the US midterm elections were largely in line with expectations, with one important wrinkle.
This paper examines the recovery progress seen in European markets since the start of 2015.
Key findings from the Multi-Asset Solutions Strategy Summit
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
Global markets and multi-asset portfolios
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?