Weekly Bond Bulletin: The story so far
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
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The Weekly Brief
Recent data releases tentatively point to a recovery in the manufacturing sectors of the major economies.
Multi-Asset Solutions Weekly Strategy Report
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Will a general election in the UK solve the Brexit impasse?
The UK population are returning to the polls, in a bid to resolve the Brexit impasse. Abundant uncertainties about the election result argue against significant positioning in sterling assets in either direction.
Weekly Bond Bulletin: Forget the fundamentals?
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.
Weekly Bond Bulletin: Time for a breather?
Credit markets have enjoyed a strong march upwards, supported by robust technicals and a broadly positive fundamental backdrop. With issuance set to pick up, could now be the time to take some chips off the table?
Weekly Bond Bulletin: Defensive shift
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
Weekly Bond Bulletin: Trading on trade
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
Weekly Bond Bulletin: Time to reopen the ECB toolbox?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
Multi-Asset Solutions Weekly Strategy Report
Global markets and multi-asset portfolios