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
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.
Five reasons to think inflation will fall
While markets are focused on the recent misses in inflation, here’s why we think it will in fact come down meaningfully in the next 12 months.
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.
Fixed income update – May 2023
Gene Tannuzzo, our Global Head of Fixed Income, discusses a shift in the market’s focus — from interest rate to credit volatility
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.
Are Bonds in a Bear Market?
The rise in yields makes bonds attractive. The price has already adjusted and demand should come back, switching out of other financial assets.
Can the UK & Europe escape a US recession?
Is the US heading for recession? Steven Bell, Chief Economist EMEA, thinks it is but explains why Europe and the UK could escape.
Will the next stage of the US banking crisis lead to a recession?
Steven Bell, Chief Economist EMEA, on why the next stage of the US banking crisis might lead to recession.