monetary policy
Europe
With the European Central Bank set to stop new quantitative easing at the end of 2018 and market chatter about an interest rate increase in 2019, have prospects for the spluttering European economy and financial markets taken a turn for the worse?
05 December 2018
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2 min read
Bonds
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
07 November 2018
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3 min read
US
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
04 November 2018
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2 min read
Multi-asset
Over the past few months, we have become more positive on US Treasuries.
31 October 2018
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2 min read
