Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Themes from the quarterly Quantitative Beta Research Summit
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
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.
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?