While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
From ‘America first’ to global financial anarchy.
In May, the Nikkei 225 rose by 5.3% to 37,965.10 yen, and the TOPIX increased by 5.0% to 2,801.57 points. Early gains...
Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
Half way through the year we assess how our themes are developing so far, providing you with an update on their acc…
Half way through the year we assess how our themes are developing so far, providing you with an update on their…
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
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