Fixed Income

07MAR 2017

Economics

Monthly markets review - February 2017

An overview of markets in February 2017 when equities drew support from generally improving macroeconomic data.

FEBRUARY

06FEB 2017

Economics

Monthly markets review - January 2017

A look back at markets in January 2017 when US equities hit fresh highs but other regions were more mixed.

02FEB 2017

Economics

How Trump’s presidency might affect your investments

There has been a lively reaction in financial markets to Donald Trump’s election win, but what might his presidency mean for investments in 2017?

JANUARY

25JAN 2017

Economics

Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.

2016

DECEMBER

20DEC 2016

Economics

Outlook 2017: Emerging market debt (absolute return)

In the challenging bond environment of 2017, selected local currency government bonds could offer the best opportunities to generate attractive returns within the asset class. An investment approach combining flexibility, selectivity and downside protection, however, is crucial.

14DEC 2016

Economics

Outlook 2017: Asian bonds

Volatility in bond markets should also open up opportunities in 2017, particularly in Asia.

08DEC 2016

Economics

Outlook 2017: Global bonds

It could be another rollercoaster ride for bonds in 2017, when we expect to adopt a more opportunistic investment strategy.

NOVEMBER

28NOV 2016

Economics

How to prepare your portfolio for inflation

Inflation may finally be returning to Western economies, aided by the “Trumpflation effect”. We explain why, and highlight how investors can protect themselves

28NOV 2016

Economics

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.

18NOV 2016

Economics

One week on: how the market changed its tune on Trump

These five charts illustrate how the market’s attitude has softened towards Donald Trump’s win, but how long will it last?