Monetary Policy

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Insights

27FEB 2019

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

2018

DECEMBER

05DEC 2018

Insights

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

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.

AUGUST

02AUG 2018

Insights

Brexit risk fails to deter BoE from rate hike

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

JUNE

14JUN 2018

Insights

Upbeat Fed turns more hawkish on rates

Markets will have to absorb a greater near-term tightening of US monetary policy after the Fed hiked rates.

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.

07DEC 2017

Insights

Outlook 2018: Asian ex Japan equities

A supportive global backdrop for Asian stocks means broader secular trends will continue to play out in 2018.

06DEC 2017

Insights

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.