Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
When a central bank moves interest rates there are three transmissions mechanisms between how rate movements directly influence the real economy.
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
This is a trend that has already begun this year, with major EM central banks already enacting rate cuts, or at least postponing planned rate hikes.
Another week of dovish central bank rhetoric suggests that rate cuts are a near certainty in the US and Europe. Will easier monetary policy fulfil its objective of preventing recession, and what will be the implications for currency markets?
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors