A dovish taper? Markets react to ECB announcement on quantitative easing

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

June 18, 2018 Categories: Market Updates
Global Fixed Income Survey

Q2 Fixed Income Survey – the U.S. growth domino effect

Throughout the year we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. Today, we’ve put the spotlight on U.S. rates and inflation expectations, credit markets and casualties from rising U.S. interest rates.   The domino effect   Over 2017, we highlighted the dichotomy between interest rate managers’

Jun 14, 2018 Categories: Fixed Income
US Federal Reserve

June FOMC meeting: Slow and steady with another rate increase

In predictable fashion, the Fed increased borrowing costs again today. How long can the central bank stick to its quarterly rate-hiking rhythm? We think there are four big unanswered questions for U.S. monetary policy.   Universally expected   With today’s rate hike, the U.S. Federal Reserve (the Fed) has now taken steps to tighten monetary policy

Jun 13, 2018 Categories: Investment Strategy

Is a global trade war brewing?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

Jun 11, 2018 Categories: Market Updates

Why did political turmoil in Italy spark a sell-off in markets?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

Jun 4, 2018 Categories: Market Updates
Uncertain times for Italian politics

Update: Uncertain times for Italian politics – recent developments and watch points

Editor’s note: This blog has been updated following the latest news. The breakdown of Italy’s proposed coalition government led to soaring Italian government bond yields and queries about what’s next for the eurozone’s third-largest economy. Today, Wouter Sturkenboom, Senior Investment Strategist, updates his views in light of recent developments.    Relief rally as new Italian

Jun 1, 2018 Categories: Geopolitics

How might markets fare the rest of the year?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

May 29, 2018 Categories: Market Updates

Should I stay or should I go?

A strong start for markets in January was quickly replaced by uncertainty and volatility, which continue to this day. How might the rest of the year play out? Today Andrew Pease, Global Head of Investment Strategy, looks back over the year so far and discusses the January effect.   “So goes January, so goes the

What’s behind the Pope’s statement on derivatives?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

May 21, 2018 Categories: Market Updates
Running with the bulls

Multi-Asset: Why we use derivatives to manage risk

Note: This is the inaugural blog in a three-part series focusing on how to get returns in today’s bull market while protecting against risk — in other words, how to run with the bulls without getting trampled.   The risk of the downside    It’s no secret that we believe equity valuations in the U.S.

May 16, 2018 Categories: Investment Strategy, Multi-asset

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