macroeconomics

Investment

Allianz's Dwane: We're on the edge of a 'tech cold war'

Trump showing no signs of backing down

clock 29 November 2018 • 4 min read

Investment

Premier's Hudson: Labour market tightness is starting to bite

Companies with low-skilled labour force could struggle

clock 26 November 2018 • 3 min read

Emerging markets

Was Brazil the 'last remaining hurdle' for emerging markets?

Brazilian election means less political uncertainty

clock 08 November 2018 • 5 min read

Investment

JPM's Shah: A macro guide to the late cycle

Asset class correlation still remains close to average

clock 05 November 2018 • 4 min read

Global

Trade wars - should you pick a side?

Protect your investments or do nothing?

clock 25 October 2018 • 4 min read

Markets

Are UK investors worrying about the wrong crisis?

Echoes of the dotcom bubble ring true

clock 24 October 2018 • 3 min read

People moves

Carmignac hires chief economist from Ostrum AM

Started career at BNP Paribas

clock 13 September 2018 • 1 min read

UK

Franklin Templeton's Morton: Things are not as bad as they seem for UK equities

The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.

clock 10 August 2018 • 2 min read

Economics

BoE meeting: Are Investment Week's rate watchers predicting a rate hike this week?

91% chance of a rate rise

clock 30 July 2018 • 5 min read

Investment

'Keeping a cool head is more likely to be rewarded'

'Keep a cool head'

clock 11 July 2018 • 2 min read
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