The investment outlook for 2019: Late-cycle risks and opportunities
Assessing the impact and possible evolution of Fed policy
The key political, macro and credit risks that insurers may want to address in 2019.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
The Bank of Japan has reacted to a persistently flat yield curve As demand for duration sendsby adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Listen to previous series on a variety of investment topics, asset classes and current themes
Currencies through an ESG lens
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.