Takeaways Risky assets sell off in the wake of the UK referendum while safe havens benefit Period ahead to be […]
Dismal risk asset performance in recent weeks has some investors questioning whether weakening global growth expectations warrant lower asset prices […]
The current collapse in crude oil prices is unparalleled in recent history. Risks at current price levels appear to be […]
After a volatile start to 2016 for global financial markets, the focus for the last week of January was on […]
In 2016, for the first time since equity markets bottomed in March 2009, the outperformance of equities relative to bonds […]
Perspectives for economic growth in 2016: a mixed bag… In 2015 economic growth extended the weak and halting trend in […]
2015 was an underwhelming year for emerging market equities. There was wide dispersion between the returns of individual markets, with […]
The end of the year is often a time of lists. It is also a time to look back as […]
Andy Haldane questions whether technology – particularly automation – will, in the near future, have a greater effect on the labour market than in the past.
Forecasts for 2016 suggest difficulty in the retail industry in the coming quarters, before a more encouraging end to the year.
Having updated our investment outlook for the second half, we are now neutral on equities, long on high-yield corporate bonds and short the euro.
Developing policies to address questions that arise in the face of population ageing is a huge challenge for governments because there is no precedent.
If investors now view Bunds as more fairly priced, what could prompt a return of the euro parity trade in currency markets?
As 2015 starts, it looks like the issues that defined 2014 will dominate the New Year as well: oil prices continue to fall and the euro faces more pressure.
There is broad agreement in the investment community that the steep slide in oil prices will serve to support world growth through a number of channels.
Inflation has fallen significantly in the eurozone this year, forcing the ECB to announce a series of measures to head off deflation. So far, though, there is little sign of an end to the disinflationary trend.
Although market estimates of the popularity of the new TLTROs had been optimistic, the ECB has released disappointing data as to how much banks will in fact borrow
The constraints of the zero lower bound means developed economies may be confronted with the prospect of a future of chronically weak demand and slow economic growth