Still a good case for long-duration assets
The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....
The world’s economies are at different stages in the business cycle.
Easing trade tensions and growing corporate earnings behind improved metrics
Looking beyond trade wars and Brexit
Manager on the forces behind the scenes that determine markets
Mirrors strategy offered since 2017
In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.
Seven of ten FOMC members vote for small cut