dollar

Markets

Expect a U or W-shaped recovery - BofA survey

Just 10% of investors anticipate V-shaped recovery

clock 19 May 2020 • 2 min read

UK

Budget 2020: FTSE down but currency remains flat

UK gilt yields drop slightly

clock 11 March 2020 • 1 min read

Economics

The winners and losers from the escalating US-China trade war

Which asset classes will benefit?

clock 08 August 2019 • 4 min read

Investment

UK and US markets suffer worst day of the year on currency war concerns

Renminbi devalued

clock 06 August 2019 • 1 min read

Equities

UK dividend outlook bleak despite record high payouts in Q2

Weak underlying dividend growth

clock 22 July 2019 • 3 min read

US

Does the Fed need to become more dovish?

Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.

clock 08 May 2019 • 2 min read

Europe

Three reasons to invest in Europe - and three reasons to avoid it

Brexit and currency weakness key factors

clock 09 April 2019 • 1 min read

Equities

Investor sentiment remains 'gloomy' despite February-March surge

Gold and cash decline

clock 29 March 2019 • 1 min read

Emerging markets

Carmignac's Hovasse: Trade war de-escalation needed for more constructive EM outlook

In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.

clock 06 February 2019 • 2 min read

Investment

Balance sheets, Brexit and Bolsheviks: The 'BBB' risks for 2019

Navigating fixed income markets in the New Year

clock 19 December 2018 • 4 min read
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