Donald Trump

Emerging markets

'Better macro backdrop' is needed for EM earnings to improve

The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.

clock 17 September 2019 • 2 min read

Markets

Cazenove's Mui: The trade nightmare before Christmas

Trump's tariff threats could backfire on US citizens

clock 16 September 2019 • 2 min read

Global

Is the market immune to macro shocks?

Prudence required to navigate choppy waters

clock 13 September 2019 • 4 min read

Bonds

US equity investors are too bullish and bond investors too bearish

Market signals pose 'dilemma' for investors

clock 10 September 2019 • 3 min read

Asia

Fund managers slash exposure to global equities on trade war fears

US 30-year Treasury plunges to record low

clock 02 September 2019 • 5 min read

Equities

UBS WM underweight equities for first time since eurozone crisis

Shifts positioning amid trade troubles

clock 27 August 2019 • 2 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

Investment

Six key themes that will influence investors in the coming months

Sustainability, geopolitics and the 'Woodford liquidity crisis'

clock 05 August 2019 • 4 min read

Economics

First Fed rate cut since 2008 fails to ignite markets

Is Fed losing its independence?

clock 01 August 2019 • 3 min read

Emerging markets

Deteriorating fundamentals are weighing on EMs

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).

clock 31 July 2019 • 2 min read
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