With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
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?
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?
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
Key findings from the Multi-Asset Solutions Strategy Summit
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
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 Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.