The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
Our Market Insight team take a look at the political event of 2020 and how the US election may affect financial markets.
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.
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
With global recessionary risks rising, we provide a framework to help UK pensions prepare for near-term risks that could challenge the fulfillment of their sponsor covenants.