monetary policy

Fund managers

Investment Conundrums: Fulcrum AM CIO Shaikh eyes climbing recession risk amid slowing growth

Dovish Fed contributing to forecast

clock 12 March 2019 • 4 min read

UK

Why we need to remain vigilant on UK equities

UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.

clock 07 March 2019 • 2 min read

Funds

Best and worst-performing funds over ten years of QE

A decade of fiscal stimulus

clock 05 March 2019 • 1 min read

Markets

Matthews Asia's Kong: Currency moves, global growth and policy changes

Favourable rate environment

clock 28 February 2019 • 4 min read

US

Why the US economic backdrop 'remains rosy'

After a torrid Q4 amid a global sell-off, we see plenty of reasons for sustained optimism for the rest of 2019.

clock 27 February 2019 • 2 min read

Markets

Allianz's Petersen: Now is not the time to take risk off the table

More thought and selectivity required from investors

clock 22 February 2019 • 6 min read

UK

'Mid-cycle slowdown': UK economy weakens

Down from 0.6% in Q3 2018

clock 20 February 2019 • 2 min read

Markets

Janus Henderson's Crooke: Why a global recession is not 'imminent'

Bear markets more common than investors think

clock 12 February 2019 • 5 min read

Alternatives

Managers increase gold exposure as dovish Fed paves way for price rally

Metal staged a comeback in Q4 2018

clock 12 February 2019 • 5 min read

Europe

Investors can no longer run the market beta higher

Geopolitical risk still an issue

clock 12 February 2019 • 3 min read
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