811 insights found

Macro insights

24 June 2019

G20 US/China talks – a potential juncture for the global economy

Last week President Donald Trump made an unprecedented intervention, following the European Central Bank’s monetary policy meeting, where he accused it of currency manipulation, as the value of the d ...

MAI views

24 June 2019

Multi-asset investments views - July 2019 - Will the Fed lose patience?

US monetary policy outlook appears increasingly dependent on the medium-term outlook for US trade policy. We still expect negotiations to resume between the US and China after a meeting between the ...

Macrocast

21 June 2019

(Foggy) postcard from Sintra

The composite PMI for the Euro area – a key gauge of the cycle – improved in June, albeit still at a low level.

Iggo's insight

21 June 2019

Lower rates, no recession

Navigating through all the noise out there, it seems the most sensible expectation that investors should have is described by “lower rates but no recession”. Central banks were more dovish again this ...

Research & Investment Strategy

21 June 2019

June Investment Strategy: This war talk’s spoiling all the fun

The US economy is still strong, whereas the Eurozone shows weakening signs

Macro insights

17 June 2019

Central banks set to lead the week, as the Fed, Bank of England and Bank of Japan prepare to deliver their latest announcements

Last week’s US retail sales and consumer confidence releases complicated the picture for the Fed.

Macrocast

14 June 2019

Post-Brexit living

We made the point last week that we do not expect “one stroke” trade deals but a succession of “skirmishes” bringing neither full resolution nor proper escalation, keeping the market on its toes and ...

Responsible investment

14 June 2019

Coal phase out: The investment case

Coal has no meaningful role to play when it comes achieving the goals of the 2015 Paris Agreement. Right now, it remains an important part of the energy mix, fuelling base-load power stations across ...

Research & Investment Strategy

13 June 2019

Rising trade tensions weigh on Fed outlook

We expect negotiations to resume between the two countries after a meeting between their Presidents at the end of this month, despite recent hawkish rhetoric.

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