When will the bond Bear Market end?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Will recession be the price of defeating inflation?
Any recession in the US looks set to be mild. But what about the prospects for Europe, the UK and beyond?
The resilience of earnings
As we head into the Q3 reporting season we explore what’s in store. Robert Plant of our Multi-Asset team explains why company earnings look set to broadly beat expectations.
When will interest rates be cut?
Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Is inflation beaten?
Peak rates are close for the US and UK, says Steven Bell, Chief Economist EMEA. But where the two countries go from there could be quite different
The Bank of England is rushing to sell its gilts. For investors, this could be an opportunity.
Christopher Mahon of our Multi-Asset team discusses whether this is another ‘selling gold at the bottom’ moment.
Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop
Asset allocation: when will enacted policy tightening begin to bite?
Key developed market central banks remain focused on bringing inflation levels sustainably back towards targets.
Has Spring arrived for the UK and European Economies?
Recent weeks have seen the UK and Europe’s macro environment improve – in large part due to easing fears around high energy prices.
