Are we there yet? The search for global inflation

So what does a family road trip have to do with bond markets?

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Helping Advisers Blog


Happy Holidays: Fed wraps up 2017 with another rate hike

13/12/2017
The U.S. Federal Reserve (the Fed) delivered another rate hike today, raising its target policy rate by 25 basis points to a new range of 1.25-1.50%.
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The eurozone: Mid-cycle renaissance

4/12/2017
The eurozone is in the middle of a mid-cycle renaissance, both economically and politically. Reflation combined with the refutation of populist movements in the region have laid the foundation for a self-sustaining recovery that could last for years to come. This environment should provide a strong tailwind to eurozone financial markets, which we continue to favor.
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Executive Summary

4/12/2017
Markets have turned optimistic, but it’s late in the cycle and central banks are becoming hawkish. The challenge ahead is to safely navigate between euphoria and danger.
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United States: Too much of a good thing?

4/12/2017
Global growth has lifted the U.S. economy and multinational earnings to their strongest position in years. But with an eight-year-old U.S. expansion, imbalances gradually building, and expensive market valuations, we believe some caution is warranted for U.S. equities. We forecast lackluster U.S. equity market returns in 2018 and view end-of-cycle risks as becoming elevated thereafter.
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Asia Pacific: Low rates, solid growth

4/12/2017
2017 was a strong year for the Asia-Pacific region, underpinned by solid global growth and Chinese demand. We expect the region’s economy to post another year of high growth in 2018, with good support from Australia and Japan, though with developing economies outpacing developed.
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