727 insights found

Monthly Investment strategy

21 February 2019

February Investment Strategy: Eurozone slowdown risks an ECB stalemate

When unfavourable one-offs and soft patches last, later becomes never

Market thinking

19 February 2019

Is India the next battleground for China v US?

A combination of attractive valuation and an end to distressed selling has helped markets recover in the first six weeks of the year.

Macro insights

18 February 2019

US retail sales fall, UK Prime Minister defeated again and Spain to head back to the polls

The US ended last week with a bang, while Spain's Prime Minister has called for a snap election

Credit market monthly

18 February 2019

Credit’s demise has been greatly exaggerated

Amongst risk assets, credit markets have continued to enjoy a positive backdrop

The Evolving Economy

18 February 2019

Investing in fintech's potential

In an ever-more competitive environment, identifying tomorrow’s winners and losers will be key to capitalising on the potential growth of the fintech industry.

The Evolving Economy

12 February 2019

How do dating apps make money?

Online dating is now widely, and increasingly, accessible thanks to the adoption of smartphones, and those in the market for romance can now easily search for potential partners using a variety of cr ...

Macro insights

11 February 2019

Long-awaited US data, dovish central banks and Spanish politics

Following the 35-day government shutdown, the US begins publishing data on the economy again this week

Yield

11 February 2019

US high-yield outlook: The opportunity in risk

Given the manner in which 2018 panned out, especially in the final weeks, it is understandable if investors approached 2019 with some trepidation.

Iggo's insight

08 February 2019

Bear shock warning

We know from December what a bear-shock looks like. That should be a sobering thought for investors in 2019.

Twitter logo  LinkedIn logo Facebook logo  Youtube logo