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Capital market insights and outlooks from across our global investment, strategy and solutions teams
What could the US-Iran conflict mean for investors?
The situation appears to have de-escalated. But if it worsens, there could be a range of effects on various asset classes.
Five issues for investors to watch in January
As 2020 begins, some of the issues we’re watching remain the same as last year, and others are just beginning to take shape.
Is global trade entering an era of ‘vigilante protectionism’?
As the WTO reaches a crisis point, countries may take trade issues into their own hands.
Should investors be scared of a Halloween sell-off?
As Halloween approaches, there are five main issues concerning investors. While this wariness is understandable, I believe an October stock market sell-off looks unlikely.
A decade of QE (part 1). The impact on European equities
Since the Global Financial Crisis, the central banks of the major developed countries have pursued an extreme monetary policy. But what have been the unintended consequences?
A decade of QE (part 2). Where do we go from here?
Following on from part 1 in a series where we look at the impact that extreme monetary policy has had on European stock markets we focus now on where we go from here. Will it be more of the same old or are we likely to see some change in policy?