Recent data from across developed markets has confirmed that underlying inflationary trends remain soft.
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The outperformance of US stocks relative to European counterparts has been one of the defining characteristics of equity markets in the post-crisis period. This piece highlights how two sectors—technology and financials—have played a key role in driving
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Environmental, Social and Governance (ESG) in Emerging Markets
Key findings from the Multi-Asset Solutions Strategy Summit
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?