Global

Underweight GBP and EUR

Major indices rocked by growing threat of pandemic

Predicts virus will be contained in March

Heightened volatility here to stay

2019 was marked by US dollar appreciation

What investors need to add to their checklists for the next 10 years

Counting the potential cost of the outbreak

$12trn of global bonds trading with sub-zero yields

Not all economic indicators have turned green

The current macroeconomic backdrop is a good opportunity for us to be reminded of the difference between 'signal' and 'noise'.