Latest news and analysis
Sustainability, geopolitics and the 'Woodford liquidity crisis'
Is Fed losing its independence?
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Investors 'waiting on sidelines' for greater Brexit clarity
India and trade disputes give EM managers a lot to think about
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis.
Dovish shift in Fed policy as economic data deteriorates
Current US economic expansion now 121 consecutive months
Bone fide free trade has already disappeared
Cutting costs - and political legacies - dominating the US
'Markets will need to get used to this'
Central banks in tight position in case of downturn
Fed moves, polarised politics and a "tech cold war"
'This looks and feels like a bubble'
Experts fear 'tit-for-tat tariffs' could spark financial slump
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
China-US tensions escalate again