macroeconomics
Sparrows Capital: Great expectations management
It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.
Rathbones' Thomson: This will be the shortest recession of our lives
'Crisis phase' now behind us
US Fed review to 'add fuel to equities' fire'
Inflation OK to climb 'above 2% over time'
Argonaut's Norris: 'Fraud' lockdown was the 'biggest policy error since WWI'
Manager critical of Westminster's response
'The longest movie spoiler in history': UK economy pays 'spectacular' price for slow lockdown
'Long and painful' road to recovery
Multi-asset managers dismiss bubble fears as gold price reaches record high
Gold miners offer best access
NNIP's van Nieuwenhuijzen: Why rallying stockmarkets have not dampened tech opportunities
Some companies will 'only become stronger'
'Undoubtedly worrying figures': UK GDP rebounds by lacklustre 1.8%
Latest figures make for 'grim reading'
Does Donald Trump have any chance of re-election?
History tells us that US elections are all about the economy. For a nation priding itself on economic dominance on the international stage, this makes sense.
Invesco's Jackson: Could gold reach $7,000?
Price may vary depending on perspective
EMD to suffer more defaults than in 2008 financial crisis, Moody's warns - reports
Up to 13.7% default rate
US oil price plummets to unprecedented levels: Is this the "new normal"?
Waning OPEC influence to change industry dynamics
Q&A with PGIM Fixed Income's chief economist Nathan Sheets
Former Obama-appointed US Treasury official on recession outlook
Ten policy proposals that appeal to a new generation
Key themes to generate much-needed growth
S&P 500 leads in strong year for developed market equities
Stockmarkets finish 2019 at three-year highs
Actions to address escalating US wealth inequality
Top 10% hold 70% of overall US wealth
Now is not the time to give up on US Treasuries
Still a good case for long-duration assets
Charles Stanley's John Redwood: The truth behind lowly-valued Asian markets
Japan favourable to China
Turkey: Beginning of the end or yet another chapter?
'Muddle-through' scenario for the economy
The inversion of the yield curve: Still a reliable indicator of recession?
Knee-jerk reactions could become self-fulfilling
How important is India's economy to global investors?
India's MSCI weighting will become smaller
Are central banks at a crossroads or a dead-end?
In the developed world, inflation expectation is noise
The Kiwi question: Have central banks learned nothing since 2008?
Entering a 'monetary policy arms race'
Six key themes that will influence investors in the coming months
Sustainability, geopolitics and the 'Woodford liquidity crisis'
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