Federal Reserve

Highlight

Economics

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

Economics

Fearful markets disappointed by Fed policy stance

Market participants had expected a more dovish statement given recent volatility in risk assets

18DEC 2018

Markets

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

17DEC 2018

Markets

Outlook 2019: Securitised credit and asset-based lending

The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

07DEC 2018

Economics

US wage growth strong even as job market slows

Quickview: The November US jobs report showed that fewer jobs were added than expected, but wage growth remains strong.

NOVEMBER

21NOV 2018

Markets

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

02NOV 2018

Economics

December rate hike likely after US jobs boost

Quickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.

OCTOBER

05OCT 2018

Markets

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.