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Research & Investment Strategy


Macro-economic trends and financial markets are the raw material of our business. Our Research & Investment Strategy (R&IS) team carries out extensive research to generate forward-thinking analyses for our clients. It also enables us improve the performance of portfolio managers and develop insight-driven solutions.

9-8-17 - Easy does it for credit as rate volatility subsides

Credit market monthly review July 2017

8-8-17 - How the digital economy is changing security

Our third piece examines how the digital economy is changing cyber security

1-8-17 - How the digital economy is changing employment and labour

Our second piece examines how the digital economy is changing employment and labour

28-7-17 - BoE aiming for an elusive tightening window

Slowing growth may not scupper UK rate hike plans

26-7-17 - How the digital economy is changing consumers, consumption and the High Street

Our first piece examines how the digital economy is changing consumers, consumption and the High Street…

25-7-17 - Markets waiting for Jackson Hole

The most spectacular change since our last Monthly Strategy paper has been the strength of the euro against the dollar. The currency’s appreciation reflects the market’s evolving expectations about...

13-7-17 - Macro Insights

The Research & Investment Strategy (R&IS) team present their views on recent developments and the factors shaping markets over the week ahead.

13-7-17 - Consider this - “The shifting drivers of global liquidity”

This note summarises a working paper published in June 2017 by Bank of International Settlements’ Stefan Avdjiev, Leonardo Gambacorta, Linda S. Goldberg and Stefano Schiaffi.

10-7-17 - Credit market monthly review: June 2017

It takes two to tantrum - credit reaction to rate volatility so far limited

27-6-17 - Consider this - “When do countries implement structural reforms?”

This brief note summarises “When do countries implement structural reforms?”, originally published as a European Central Bank working paper by Antonio Dias Da Silva, Audrey Givone and David...

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Eric Chaney

"One of the key roles of our research capability is to turn facts & figures into robust, high-quality analyses, which our investment professionals can rely upon, day in and day out."

Market Update: View on China

Published in September 2015