Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
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.
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.
Why accepting ‘better’ may be more constructive than waiting for ‘perfect’
While we wait for fully sustainable businesses to emerge it would be practical and helpful to invest in those companies that move us closer towards our desired end goal.
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 recession?
Steven Bell, Chief Economist EMEA, on why the next stage of the US banking crisis might lead to recession.
Is the US Dollar heading for a collapse?
Steven Bell, Chief Economist EMEA, on why the mighty US dollar might be a good deal less strong in the coming months
Do I still think UK inflation will still fall to 3% by Christmas?
Looking towards year end, we think there are solid reasons why it should soon begin to ease.
How much higher will interest rates rise?
Inflation is proving sticky. Headline numbers have come down but core inflation has been stable. In the case of Europe, it has even picked up.
