In the developed world, inflation expectation is noise
Four investment trends in new-look portfolio
Downturn risk highest in eight years
Defensive positioning urged following latest Trump tariffs
Entering a 'monetary policy arms race'
Why it is better to stay calm
Global and emerging markets launches
Bond yields predicted to sink below zero, experts argue
Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.
Warning signs in US data
Taking stock of the world's currencies
Headlines 'don't reflect the whole story'
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Widespread signs of global growth slowdown
Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.
Interview at Investment Week Conference 2019
Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.
Initial FOC of 0.6%
Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.
'Markets will need to get used to this'
Going against the grain
Equity markets are being driven by the fact that bond yields have collapsed.