863 insights found

Research & Investment Strategy

23 October 2019

October Investment Strategy - Re-balance sheet policy

With some progress on the trade war and Brexit, some tail risks are receding. But we are far from resolution.

MAI views

23 October 2019

Multi-asset investments views – November 2019 Is this as good as it gets?

Rosenberg equities

23 October 2019

Perspectives Global Equities - Q3 2019

Markets were given a boost early in the quarter when the US Federal Reserve (the Fed) cut interest rates and central banks globally maintained supportive monetary policies.

Multi Asset

22 October 2019

Lump sum or regular investing: which is best?

Working out how much to invest and when to do so is something investors often agonise about just as much as where to put their money.

Macro insights

21 October 2019

Chinese growth at three-decade low, Brexit deal agreed but uncertainty continues

Better September data not enough to arrest China’s growth slowdown. A moderate recovery in September activity failed to prevent China’s GDP growth from falling to 6% - its lowest in almost three deca ...

Macrocast

21 October 2019

Can “Draghism” survive Draghi?

Mario Draghi will preside over his last Governing Council meeting this week.

Inflation

18 October 2019

We see a potential for higher inflation breakevens and find value in short duration inflation-linked bonds

Inflation expectations are depressed despite inflation forecasts remaining stable this is a value opportunity in our opinion, we see room for higher inflation breakevens.

MAI views

17 October 2019

Multi-Asset investment views - October 2019

Serge Pizem shares his views on the global economic outlook

Multi Asset

16 October 2019

What the 2019 Rugby World Cup can teach investors about diversification – and volatility

While there will be one clear winner in the 2019 Rugby World Cup, other teams could still shine in their individual matches – and star performers can change over time and even disappoint. It’s ...