27 insights found
November Investment Strategy: Waving goodbye to peak global growth
Looking ahead to the last lap of the cycle
What yield curves are telling us about recession risks
The debate over the implications of US treasury yield curve inversion will return
Dollar’s strength hits emerging markets
Five years ago1, Professor Hélène Rey reminded central bankers gathered at Jackson Hole, of how the close interconnection of capital markets represented a facilitator in the transmission of shocks, i ...
July Investment Strategy: A fistful of dollar deficits
The deleveraging process in the US appears to be coming to a close.
June investment strategy: Emerging markets - dollar dolour
Risks tilt to the downside after a combination of shocks
May Investment Strategy: Five global risks worth worrying about
Over the next 24 months, asset allocations should start taking account of the inherent risks.
April Investment Strategy: Ominous prospect of a trade war shouldn't derail global growth
The engines of global growth are still running and despite some disappointing first quarter data
March Investment Strategy: Potential for rates to rise further
If you go back to basics, interest rates look set to jump
February Investment Strategy - Volatility: Has the sleeping giant just woken up?
Fundamentals keep improving as a technically-driven correction provides a healthy warning