The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
The trade dispute between the US and China shows few signs of resolution. Why are global tariffs rising, which economies are most vulnerable and how can investors position themselves for this more challenging environment?”
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.
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?
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
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?
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
Pension Pulse Summer 2019
Themes from the quarterly Quantitative Beta Research Summit