Inflation

Highlight

Insights

21MAR 2019

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

2018

DECEMBER

20DEC 2018

Insights

Black Friday bargain hunters boost UK retail sales

UK retail sales beat expectations despite retailers issuing profit warnings, as consumers feel the effects of wage growth acceleration and falling inflation.

05DEC 2018

Insights

Outlook 2019: Global bonds

The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.

05DEC 2018

Insights

Outlook 2019: Global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

SEPTEMBER

28SEP 2018

Insights

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.

18SEP 2018

Insights

Trade wars step up, more to come

Quickview: As the trade wars escalate we see no sign of agreement between the US and China. We assess the macro impact.

AUGUST

02AUG 2018

Insights

Brexit risk fails to deter BoE from rate hike

We think the next increase is likely to be in 2019.

2017

DECEMBER

13DEC 2017

Insights

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.