GDP

The divergence in performance of US equities and high yielding bonds is set to continue, as several headwinds loom large in the face of high yield, explains Natixis manager Franck Nicolas.

What if Abenomics fails?

The pace of UK growth picked up again over the summer months, according to latest estimates, but AXA IM has suggested the recovery may be shortlived if Scotland votes for independence in September.

The CBI business lobby group has predicted UK growth will slow in the second half of the year as productivity weakness and slower wage growth bites.

A good news story

Have markets become desensitised to geopolitical conflicts?

Finding value in UK Smaller Companies

Wealth managers report their clients are clamouring to take on more risk in portfolios, even as markets retreat from record highs.

UK

Investors are turning to US dollar-denominated assets in anticipation of further sterling weakness as the referendum on Scottish independence nears.