Record low interest rates and huge bond buying programs have been in place for the best part of a decade, but is the impact of quantitative easing (QE) on markets subsiding?
The latest Multi-Asset Insights looks at the impact of a strong dollar and why any further sharp appreciation might put pressure on global growth.
This month's Multi-Asset Insights explores higher levels of volatility and the resulting risks and opportunities for investors.
Andrew Chorlton discusses where he sees the opportunities in US fixed income and why investors could be caught off-guard by the actions of the Federal Reserve.
On the whole, our economic models are pointing towards moderate growth in 2016 but the picture is fragile.
After years of liquidity-driven markets, investment trends look tired and we expect muted returns in 2016. Cyclical assets present the main source of potential ‘pent up returns’ and could be a wild card for investors.
In this month's Multi-Asset Insights we discuss which countries are suffering from a foreign exchange-led decline in competitiveness, a phenomenon known as 'Dutch Disease'.
2015 has been a challenging year for asset prices; however, following large swings in government bond yields and the recent stockmarket sell-off, many income sources are offering attractive yields again.
In this month’s Multi-Asset Insights, we discuss research from our term risk premia group which considers the current hedging power of bonds, the potential drivers and the suggested action that could be taken in portfolios.