When will the bond Bear Market end?
Is a sustained fall in inflation underway? Steven Bell, Chief Economist EMEA, explains what this could mean for central bank policy and bond prices in 2024.
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Will recession be the price of defeating inflation?
Any recession in the US looks set to be mild. But what about the prospects for Europe, the UK and beyond?
New challenges for financial advisers
Why new factors need to be considered when assessing the appropriateness of multi asset solutions.
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.
