Pension Pulse Spring 2019
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.
The UK economic and equity landscape post-Brexit
Pension Pulse Summer 2018
Emerging market equity: If you wait for certainty, you miss opportunity
A summary of the factors driving global markets over the last month.
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
What to expect in the next 15 years.