The resilience of earnings
As we head into the Q3 reporting season we explore what’s in store. Robert Plant of our Multi-Asset team explains why company earnings look set to broadly beat expectations.
When will interest rates be cut?
Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Is inflation beaten?
Peak rates are close for the US and UK, says Steven Bell, Chief Economist EMEA. But where the two countries go from there could be quite different
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.
Japan’s renaissance steers equities overweight
A unique set of catalysts are presently benefitting Japan-listed companies. We look at their ability to endure.
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.
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.
Global Market Outlook: Are interest rates set to fall?
Inflation is moving in the right direction and the US is seemingly at or near peak interest rates. What about the UK and Europe? Steven Bell, chief economist EMEA, explains what a more constructive outlook may mean for markets.
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.
