831 insights found

Fixed income

23 July 2019

Is it time to buy inflation breakevens?

The bond market has been on fire since the beginning of 2019. Interest rates are lower, and spreads are tighter thanks to the radical turnaround from all major central banks (from policy normalisatio ...

Rosenberg equities

22 July 2019

Global Factor Views

The global economy continues to deliver modest growth on the back of a resilient US. Elsewhere, macroeconomic data has been disappointing, with the Eurozone, UK and China all showing signs of weaknes ...

Macro insights

22 July 2019

ECB to signal easing bias, US GDP growth to soften ahead of rate cut, UK will gain new Prime Minister

European Central Bank (ECB) back to easing bias. On Thursday, we expect the ECB to remain on hold and to signal its intention to cut the deposit rate in September by 10 basis points (bps) - with the ...

Macrocast

19 July 2019

Von der Leyen versus Trump

With the round of top nominations in the EU now largely behind us, it is time to focus on the policy substance.

Iggo's insight

19 July 2019

Holidays in the sun

President Trump appears to want much lower rates and a weaker dollar. Those views are political. If we were to get them, then US inflation risk premiums could rise.

The Evolving Economy

18 July 2019

What investors need to know about clean technology

Consumers, governments and corporations are assessing their environmental practices, and developing new clean technologies, as the impact of climate change takes its toll on the planet.

Macro insights

16 July 2019

US economic data underlines case for rate cut, China recovery not yet on solid footing

Last week was an important one for US monetary policy. Federal Reserve Chair Jerome Powell gave testimony to Congress where he effectively endorsed market expectations for an easing in monetary polic ...

Iggo's insight

12 July 2019

Yield not equal to return

Bonds have sold off a bit this week, but I believe that the bull market remains in place. Global monetary policy is about to be eased yet there are reasons to be relatively relaxed about the near-ter ...

MAI views

12 July 2019

Coping with financial market volatility: Lump sum versus regular investing tactics

Despite concerns over slowing global growth, the ongoing trade war and the prolonged uncertainty surrounding Brexit negotiations, the first half of 2019 has been relatively kind to investors. Having ...

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