Insights Hub
636 insights found
21 May 2019
May Investment Strategy: Dealing with the governments we deserve
US-China tensions are back with a new round of tariff increases and threats of further escalation
20 May 2019
Trade war ratchets up as Europe readies for Parliamentary Elections while Modi looks set to stay in office
17 May 2019
The Art… or chance of a Deal
The outlook for economic growth implied by global bonds continues to worsen as risk-free yields continue to fall.
17 May 2019
European Parliament elections: More noise but some signals
Populists look set to make strong gains at the European elections but our expectation is that centrists will continue to dominate
13 May 2019
US tariffs hit China, as Europe’s car industry hopes for the best
Trade negotiations between the US and China continue after the US increased tariffs on $200bn of goods from China to 25%.
10 May 2019
Four out of four
The global economy has been in a long expansion. But there have been plenty of mini-cycles, which impact investment returns.
10 May 2019
US hikes tariffs as trade policy outlook worsens
Reaction to an increase in US trade tariffs
07 May 2019
US threatens China with new tariffs while the Eurozone surprises on the upside
Following the Bank Holiday and last week’s regional elections, Cross-party Brexit talks resume today.
03 May 2019
Are the robots coming to take our jobs and ruin our pensions?
A little dramatic maybe, but the industry is facing massive challenges from lower returns and digitalisation.
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