Multi-Asset Views – No need...
These are the core investment decisions from this month’s report on our multi-asset investment views. Staying overweight on global equities…
02/02/26
Japan
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Article
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Article
Monthly Market Views: Fixed income...
Rates and credit returns come together in corporate bond market Corporate bond returns are comprised of a risk-free yield and…
16/01/26
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Article
Behind the Fed’s ‘misery’ and...
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25
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Article
Politics in the driver’s seat
The US federal government shutdown, which began on 1 October, continues with little sign of any imminent settlement between Democratic…
13/10/25
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Article
Weekly Market Update – How’s...
In April, US economic policy moves – particularly on trade and tariffs – grabbed investor attention, with spectacular consequences for…
08/05/25
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Graph of the Week –...
When it comes to equities, it’s (mostly) all about earnings, earnings, earnings. For several markets, little has changed in…
19/12/24