Assessing the impact and possible evolution of Fed policy
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
This bulletin discusses the implications of negative interest rate policy
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Implications from our 2017 Long-Term Capital Market Assumptions
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?
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.
Currencies through an ESG lens
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?