Interest Rates

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.

13DEC 2018

Markets

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

11DEC 2018

Markets

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

11DEC 2018

Economics

Resignation rocks rupee and Indian reform outlook

The resignation of India’s central bank governor has implications for politics and financial markets

05DEC 2018

Markets

Outlook 2019: Global equities

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

05DEC 2018

Markets

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

Economics

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.

OCTOBER

31OCT 2018

Economics

Bank of Japan stands firm amid concern over side effects of easing

The Japanese central bank held fire on monetary policy changes at its October meeting as it downgraded the inflation outlook yet again