This week, the Federal Reserve (Fed) revealed itself to be even more dovish than generally perceived, both in the caution with which it assesses the current state of the economy and in its projections for the economy and interest rates.
We further discuss how institutional investors can protect their portfolios from late cycle headwinds and rising volatility so that they can be positioned for long-term success.
There has been significant progress in the Brexit negotiations in the last 48 hours.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
The first rate rise in a decade was widely expected by markets.
A summary of the factors driving global markets over the last month.
A summary of the factors driving global markets over the last quarter.
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.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?