945 insights found

Iggo's insight

17 January 2020

Cautiously Optimistic

It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...

Research & Investment Strategy

16 January 2020

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

Research & Investment Strategy

15 January 2020

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...

Macrocast

13 January 2020

Previewing the Strategy Review

The global dataflow is not changing much, between still struggling manufacturing and resilient services. But at least the balance of risk has improved since the central banks’ latest stimulus. They h ...

Iggo's insight

10 January 2020

Growth better, returns maybe not

Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.

Macrocast

06 January 2020

New year, old issues

US elections: middle-class hunting is conducive to fiscal adventures.

Multi Asset

20 December 2019

Trade wars, Brexit and slowing global growth: Will volatility return to markets in 2020?

The past year has been a complex period, dominated by numerous challenges including the ongoing US/China trade war, protracted Brexit negotiations and slowing global growth.

MAI views

19 December 2019

Multi-Asset Investments views – January 2020 – Our investment views for 2020

We continue to overweight equities as positive developments (Central banks easing, Trade war, Brexit) release some pressures and should allow global growth to navigate a soft landing in 2020

Responsible investment

19 December 2019

Data privacy: Trust is hard earned, easily lost

Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.

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