monetary policy

Tactical opportunities

US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".

Brexit fears at home and away

Over the past few months, we have become more positive on US Treasuries.

OBR windfall spent immediately

Key announcements on UK growth, Brexit and tax

Tit-for-tat rhetoric doing little to ease tensions within bloc

Two scenarios outlined

Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.

Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.