Limitations of cash as king
For investors looking for certainty of returns, cash may be a good option, but how does it compare to other investments when adjusted for inflation?
Are interest rates close to their peak?
Steven Bell, Chief Economist EMEA asks how long until we see borrowing costs ease in the UK?
Where to next for the global economy?
Assessing the impact of higher interest rates and looking for pockets of value across financial markets.
Recession and Inflation in the UK & US
Steven Bell, Chief Economist EMEA, on the outlook for risk assets should the US enter recession.
Rate rises continue to frustrate investors
For the last year or so, the Federal Reserve, Bank of England and European Central Bank have all been on a rate hiking trajectory. The cycle is not complete yet. What does this mean for financial markets and our portfolios?
Is the UK heading for a recession?
The UK looks set for recession in 2024. And Steven Bell, Chief Economist EMEA, explains why a hard landing seems likely.
Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
Why equities are vulnerable?
Find out why we prefer the safety of bonds. Steven Bell, Chief Economist EMEA, explains why he’s cautious on the prospects for equities.
Will 5% UK mortgage rate hit house prices?
There’s been a big change in the UK macro-outlook – cautious optimism has replaced doom and gloom.
Why accepting ‘better’ may be more constructive than waiting for ‘perfect’
While we wait for fully sustainable businesses to emerge it would be practical and helpful to invest in those companies that move us closer towards our desired end goal.
