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?
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
A weekly review of global markets and multi-asset portfolios
The UK economic and equity landscape post-Brexit
Emerging market equity: If you wait for certainty, you miss opportunity
Attention is increasingly turning to the question of how and when the U.S. Federal Reserve will start to reduce the size of its balance sheet, now that it has begun raising interest rates.
Investment Outlook 2018
Despite the recent resurgence of growth worries, we maintain the view we expressed in February that Chinese growth will accelerate this year. This should be supportive for fixed income risk assets, especially if higher growth feeds through to other region