Interest Rates

27JUL 2017

Fixed Income

High yield bonds remain more attractive than leveraged loans

There are times when the leveraged loan market can provide attractive investment opportunities, but now is not one of them.

26JUL 2017

Economic Views

UK GDP growth remains sluggish

Ongoing imbalances, the squeeze on households and weak growth should stop the Bank of England from hiking rates.

25JUL 2017

Equities

The FTSE in 2017: six charts that tell the story so far

The UK stockmarket rose in the first half of 2017 in the face of political and economic uncertainty. We look at why and what the future may bring.

18JUL 2017

Equities

Surprise fall in UK inflation makes an interest rate rise unlikely

The figures show further signs of the squeeze on household budgets. We continue to expect the Bank of England to keep interest rates steady until 2019.

12JUL 2017

Equities

European banks: why investors should still be choosy even as prospects brighten

Bank shares have been supported by expectations of higher interest rates but these could take some time to materialise. We prefer banks that are less reliant on the rate backdrop and note UK banks look attractive for patient investors.

10JUL 2017

Economic Views

Why interest rates predictions have suddenly shifted

The market forecast for the first rise in UK interest rates has moved closer. We explain why.

04JUL 2017

Economic Views

TalkingEconomics: Global liquidity and emerging markets

Emerging markets have benefited from an extremely accommodative environment but global liquidity conditions are becoming less easy than they used to be. We look at where the vulnerabilities may lie.

03JUL 2017

Multi-Asset

Seven charts that caught our eye in June

We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .

JUNE

26JUN 2017

Economic Views

Where next for the global economy?

Keith Wade gives a mid-year overview of the global economic outlook. Topics include fading political risk in the eurozone, challenges posed by Brexit, prospects for the “Trump trade” and a discussion of current low market volatility.

16JUN 2017

Economic Views

Russian central bank cuts rates but alters tone

The Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.