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.
Are Europe and the UK heading for recession?
Steven Bell, our Chief Economist EMEA, thinks the PMIs are too pessimistic. Sighting broader economic data, he explains why.
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
UK inflation to fall and labour market to weaken: good news for interest rates
Steven Bell, Chief Economist EMEA, shares his reading of the numbers that give him confidence rates have peaked or are within 25 bps of the peak.
Has the Bank of England got it all wrong?
Last week the Bank of England raised base rates to 5.25%, the 14th increase since tightening started in late 2021.
Soft landing in the US: can the UK and Europe match it?
The US looks set to avoid recession – can the UK and Europe repeat the trick? Steven Bell, Chief Economist EMEA explains why he thinks they can and what it means for markets.
Will UK mortgage rates fall as inflation follows the US’s lead lower?
Steven Bell, Chief Economist EMEA suggests that better news is on the way and believes we may have seen a peak in mortgage costs.
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.
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.
