Daily comprehensive market and economic trends through clear and compelling charts.
Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
Listen to previous series on a variety of investment topics, asset classes and current themes
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Why the US dollar may not be as overvalued as you think
Armageddonists and the portfolio cost of fear, 2010-2019
Valuations for high quality credit may seem slightly stretched in the context of outperformance so far this year, but with various catalysts ahead, we believe the asset class will remain in favour.