macro views

For much of the quarter, financial markets also appeared to have returned to business as usual.

Equity markets appeared at times to be detached from reality as they rebounded strongly during the second quarter.

In 2015 American philanthropist Bill Gates warned of the potential threat a pandemic posed to the global economy.

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

We analyse the impact of the UK government's financial rescue package on bond markets.

As market turmoil continues, we consider the outlook for global equities

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

The Roman god Janus is a fitting metaphor for an investment backdrop characterised by uncertainty and opposing views.

While the world celebrated the anniversary of the first manned Moon landing, investors couldn’t make a giant leap.