793 insights found

Macro insights

27 May 2019

PM May resignation and European elections outcome could precipitate several local snap elections while trade war tensions still looming

Research & Investment Strategy

21 May 2019

May Investment Strategy: Dealing with the governments we deserve

US-China tensions are back with a new round of tariff increases and threats of further escalation

Macro insights

20 May 2019

Trade war ratchets up as Europe readies for Parliamentary Elections while Modi looks set to stay in office

Iggo's insight

17 May 2019

The Art… or chance of a Deal

The outlook for economic growth implied by global bonds continues to worsen as risk-free yields continue to fall.

The Evolving Economy

17 May 2019

What do investors need to know about IPOs?

A raft of high-profile, silicon valley companies is predicted to sell their shares publicly this year via an IPO (initial public offering). This has invited much speculation of whether investors shou ...

Research & Investment Strategy

17 May 2019

European Parliament elections: More noise but some signals

Populists look set to make strong gains at the European elections but our expectation is that centrists will continue to dominate

Macro insights

13 May 2019

US tariffs hit China, as Europe’s car industry hopes for the best

Trade negotiations between the US and China continue after the US increased tariffs on $200bn of goods from China to 25%.

Iggo's insight

10 May 2019

Four out of four

The global economy has been in a long expansion. But there have been plenty of mini-cycles, which impact investment returns.

Research & Investment Strategy

10 May 2019

US hikes tariffs as trade policy outlook worsens

Reaction to an increase in US trade tariffs

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