No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Are we heading for a Santa Claus rally?
Our Chief Economist, Steven Bell, explains why consumers are raiding their covid piggy banks but warns of a January ‘spending’ hangover.
Is the bear market in European equities over?
European shares have enjoyed a strong rally since the end of September. Steven Bell, explores the reasons behind the recovery and asks whether it will continue?
Recession Watch: Europe and USA
We’ve been talking about recession for most of this year. So what’s going on?
Global CIO Q&A: on inflation, rates, recession and more
William Davies looks at inflation and interest rates, recessionary risks, and sector and asset allocation preferences.
CIO outlook: market conditions, fixed income and equities, commodities and real assets
Our Global CIO on market conditions, fixed income and equities, commodities and real assets
CIO outlook: net zero, asset allocation, corporate profits and the tech sector
Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector
CIO outlook: global markets, Ukraine, recession fears and supply chains
Our Global CIO talks global markets, Ukraine, recession fears and supply chains
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
