Economic and market outlook for 2019

Economic and market outlook for 2019

🕔14:03, 19.nov 2018

Global outlook summary As the global economy enters its tenth year of expansion following the global financial crisis, concerns are growing that a recession may be imminent. Although several factors will raise the risk of recession in 2019, a slowdown

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Economic and market outlook for 2019

Economic and market outlook for 2019

🕔14:03, 19.nov 2018

Global outlook summary As the global economy enters its tenth year of expansion following the global financial crisis, concerns are growing that a recession may be imminent. Although several factors will raise the risk of recession in 2019, a slowdown

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Navigating Late-Cycle Markets

Navigating Late-Cycle Markets

🕔14:03, 19.nov 2018

Income Strategy Update: Disappointing macroeconomic data and ongoing political uncertainty have weighed heavily on the euro. Does this pessimistic picture mean there’s room for a rally?

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2019 Equities Outlook

2019 Equities Outlook

🕔11:03, 19.nov 2018

Finding Select Opportunities in a Durable Cycle There is more in common across all equity markets today than it might seem. In 2018, index returns were widely dispersed, with the S&P 500 outperforming while the MSCI Emerging Markets underperformed sharply.

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2019 Fixed Income Outlook

2019 Fixed Income Outlook

🕔11:03, 19.nov 2018

Throttling Back on Risk Before the Cycle Shifts Over the past decade, investors across global debt securities have had a good run, boosted since the financial crisis by global central banks’ extraordinary monetary policy accommodation. Recently, the US Federal Reserve’s

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2019 Multi Asset Outlook

2019 Multi Asset Outlook

🕔11:03, 19.nov 2018

The Market’s Current Anxiety Is Just a Midlife Crisis Spiking interest rates, higher oil prices, an abrupt slowdown in China, corporate profits that merely meet expectations, and US-China tensions morphing beyond trade have all conspired to cast a dark spell

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2019 Equities Outlook

2019 Equities Outlook

🕔11:03, 19.nov 2018

Finding Select Opportunities in a Durable Cycle There is more in common across all equity markets today than it might seem. In 2018, index returns were widely dispersed, with the S&P 500 outperforming while the MSCI Emerging Markets underperformed sharply.

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Unstable hedges and monetary policy gaps

Unstable hedges and monetary policy gaps

🕔11:03, 19.nov 2018

Rates market monthly review Investors’ mood was definitely risk off in October with the MSCI World retracing by 5%, equity volatility rising to 25% and the US dollar index extending this year’s gains (approximately 5.6% year to date).

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Hope on the European horizon?

Hope on the European horizon?

🕔11:03, 19.nov 2018

Weekly Bond Bulletin Disappointing macroeconomic data and ongoing political uncertainty have weighed heavily on the euro. Does this pessimistic picture mean there’s room for a rally?

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Brexit: Getting there

Brexit: Getting there

🕔11:03, 19.nov 2018

Market bulletin The deal constitutes three parts: the divorce bill, a period of transition to December 2020 (or possibly beyond) in which nothing changes so firms have time to adapt, and the broadest heads of terms on the future long-term

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Is The WTO Losing Relevance?

Is The WTO Losing Relevance?

🕔11:03, 19.nov 2018

Weekly Economic Commentary Without traffic rules, movement on the world’s roads, rails and ports would be chaotic. In a similar way, global trade would be disorderly in the absence of the World Trade Organization (WTO), which has set the traffic

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Worrying Developments

Worrying Developments

🕔11:03, 19.nov 2018

Market Flash It was another dizzy week for fund managers. Oil prices were extremely choppy after Saudi Arabia said it intended to cut production and Donald Trump immediately riposted by urging Riyadh to do no such thing. This had a

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Fixed Income Asset Allocation Insights

Fixed Income Asset Allocation Insights

🕔11:03, 19.nov 2018

Dialing Down Portfolio Risk After October Volatility Equity markets suffered their largest monthly decline since the global financial crisis in October as investors faced softening growth in Europe and emerging markets, Saudi Arabian-driven geopolitical concerns, Italy’s budget woes, and Brexit,

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:03, 19.nov 2018

Global markets and multi-asset portfolios The Brexit “Leave” campaign assured the electorate that the benefits the UK enjoys as a manufacturing export base to the European single market, with London unchallenged in services, would persist without conceding anything in return.

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2019 outlook: war, inflation, recession?

2019 outlook: war, inflation, recession?

🕔11:02, 19.nov 2018

The Big Picture  In considering the outlook for 2019 we take a step back and analyse the long-term backdrop. This reaffirms an ongoing preference for equity-like assets despite diminished long-term growth potential. Events that typically cause a divergence from that

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Explaining Portfolio Decarbonisation

Explaining Portfolio Decarbonisation

🕔11:02, 19.nov 2018

So what is decarbonisation – that odd, but strangely attractive-sounding word? Decarbonisation refers to action taken to reduce the carbon intensity, and carbon dioxide (CO₂) emissions in particular, of an economy. As an integral part of the energy transition, decarbonisation

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