Is the US Heading into Recession?
Does recent US labour market weakness indicate a looming recession or is it a false alarm?
How would markets fare if the US Democrats win in November?
As the race for the White House hots up what might a Harris Presidency look like? And what role will economic fundamentals play?
How would markets fare under President Trump?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Where to next for UK Interest rates?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
A tough fiscal reality awaits new government
A record year for elections – but what do they mean for markets?
Elections, interest rates and markets
A record year for elections – but what do they mean for markets?
Back to basics: why the time is right for a return to multi-asset
The great reset in bond yields and the prospect of inflation falling further means multi-asset is once again an attractive option for investors seeking a smoother return profile.
Politics, Inflation & Interest Rates
ECB to cut rates this week.
Inflation falls: how far will interest rates follow?
Inflation is finally falling in the US, UK and Europe, but will we see greater dispersion in central bank actions?
Rate cuts to start in June
In Europe, a June cut is likely – but what about the UK and US?.
