macroeconomics
8AM's Merricks: A shoal of red herring or a flock of black swans?
Key questions investors need to ask to battle volatility
Keeping up perspectives: Polarisation is not just limited to US politics
Countries and sectors also driven by divison
Global equities tumble after Covid-19 fears and US jitters
S&P 500 and TOPIX plunge
Fulcrum makes investment team senior hire to boost macro capability
Filippo Cartiglia joins from Arrowgrass Capital Partners
Schroders' Liu: The key themes driving China's growing consumer sector
Consumer sector becoming more dominant
NN Investment Partners: Could the US election spell the end of globalisation?
China trade conflict could escalate
Aviva Investors: Economic recovery to continue into 2021
Additional full lockdowns to be avoided
Cost of pandemic could reach $28trn, IMF warns
Worst crisis since Great Recession
Bank of America: Inflation undershoots likely to continue
CPI expected to be 1.3% in 2021
Yarrow's five themes to outlast the coronavirus crisis
Following a strong recovery after record lows in March, the UK stockmarket has drifted back a little over the summer months.
Covid-19 plunges UK economy into deepest ever recession
GDP fell by 19.8% in three months to June
Robeco: Protracted negative rates to lead to 'brave new world'
Negative rates will drive investment outcomes for a “protracted period” as the world adapts and responds to the Covid-19 crisis, according to Robeco.
Investors growing concerned over potential US election dispute: poll
More worried about election than Covid-19
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
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