The investment outlook for 2020
Investment strategies for a late-cycle environment
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Guide to the Markets – Daily Update
Daily comprehensive market and economic trends through clear and compelling charts.
Weekly Market Recap
Start the week off right with this one-page snapshot of headlines and market performance.
What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
Multi-Asset Solutions Weekly Strategy Report
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Economic Update
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Guide to the Markets – Monthly Update
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.
Weekly Bond Bulletin: Trade halting a positive repricing?
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
Weekly Bond Bulletin: European relative yield
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
The Demographic Challenge to Above 2% Growth
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.