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.
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?
Key findings from the Multi-Asset Solutions Strategy Summit
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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?
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?