Federal Reserve

Economics

'The US economy is firing on all cylinders': The Fed hikes rates, indicates two more this year

By 25 basis points

clock 13 June 2018 • 3 min read

Emerging markets

Reasons to be (cautiously) optimistic on emerging market equities

We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.

clock 13 June 2018 • 2 min read

US

BofAML survey: US allocations reach 15-month high on 'favourable profits outlook'

Favourable on US and commodities

clock 12 June 2018 • 2 min read

Economics

Oxford Economics: Major liquidity drain may fuel bond market vulnerabilities

Research note

clock 12 June 2018 • 2 min read

Bonds

M&G's Leaviss: Why central banks should adopt a Maradona approach to forward guidance

Is it an effective tool?

clock 06 June 2018 • 2 min read

Global

The mixed picture for global equities in H2 2018

Global equities have delivered ample volatility, but very little return for investors so far this year.

clock 06 June 2018 • 2 min read

Markets

Investment Conundrums: Close Brothers AM's Nancy Curtin on the power of forward guidance

Helped by the Federal Reserve

clock 01 June 2018 • 4 min read

Economics

PIMCO's Fels: Italian populism may be taste of things to come on a global scale

Five 'radical' changes

clock 30 May 2018 • 2 min read

Emerging markets

Moody's: Which emerging markets are most vulnerable to sharp rise in US interest rates?

Latin America and Caribbean at risk

clock 24 May 2018 • 2 min read

US

Geikie-Cobb: Why now is the time to buy US Treasuries

In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.

clock 23 May 2018 • 2 min read
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