2019 Archive

How the spending pledges from the two main British political parties could affect the UK's bond markets.

As street protests spread across the region, is Latin America approaching a tipping point?

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

Spending money on health and wellness is gaining popularity. What opportunities does this present?

We consider the role of liquid real assets in a diversified portfolio.

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

Major demographic shifts will have pronounced implications for economies and investors.

How is the UK’s Brexit waiting game playing out in the bond markets?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

As tariffs are hiked again, where does the US-China trade war go from here?

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

How the property market continues to dominate the cyclical ups and downs of China’s economy.

A new ‘post-globalization’ era may have major implications for investors.

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

With a decade of financial excess now behind us, the risks appear skewed to the downside.