TOOLS AND RESOURCES
LISTEN OR READ Dr Kelly's week ahead
"A better course of action, when faced with market volatility, is to treat the media narrative with skepticism and run some simple tests on fundamentals, valuation and positioning to decide on what action, if any, should be taken."DR. DAVID KELLY, CHIEF GLOBAL STRATEGIST
Featured Market Insights
Brexit: Getting there
We continue to believe that no UK politician can secure a better deal simply because there is no other solution to the Irish Border. Despite posturing, we expect the Prime Minister to conclude the negotiation and the deal to pass through Parliament by the end of the year.
Get invested, stay invested: Navigating volatile markets
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
The investment implications of the midterms
As anticipated, the Democrats took the House of Representatives and the Republicans held the Senate, the Republicans increased their majority in the Senate and this, from a political perspective, appears to validate the President’s strategy of taking a hard line on immigration and trade.
Often referred to as the 'guide to the Guide', Quarterly Perspectives provides insightful stories and quarterly themes using slides from the Guide to the Markets.