Our interview series continues
While surveys suggest the UK consumer is reasonably confident about their personal finances, we are less convinced.
Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
After the S&P 500 index's 10% rally from the beginning of May to the end of August in dollar terms, investors have begun to question whether further gains are possible by year end.
For many the Global Financial Crisis is a distant memory, having just seen the longest bull market in history. These extraordinary gains were achieved despite a difficult economic and political backdrop over the past decade. Recently the prospect of trade...
Fixed income investors could face a challenging end to the year, as the combination of shrinking central bank balance sheets and still solid growth data could be a headwind for bonds.
Is the longest post-war equity bull run coming to end? Perhaps not entirely but global stockmarkets are certainly showing signs of fragility in a number of sectors.
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
'Symbolic of a deeper Anglo-Sino economic relationship'
Expect government bond yields to rise
Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
A new direction for Germany?
Ahead of mid-term elections
Avoiding freezing of US-China ties
Brexit fears at home and away
Complacency not an option in drive towards greater diversity
Addressing confidence, pay and hiring issues
New Financial report into workplace diversity
Over the past few months, we have become more positive on US Treasuries.
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).