Our thinking

Global macro research: trade wars

Published date: September 2019

Global macro research: trade wars

The economic impact of tariffs appears to have exceeded their direct financial impact.

Read now

Inflation outlook: targeting higher inflation

Published date: August 2019

Inflation outlook: targeting higher inflation

We ponder some of the changes that could occur and the implications they may have for future inflation.

Read now

Global macro research: asset allocation and growth cycles

Published date: August 2019

Global macro research: asset allocation and growth cycles

As of July 2019 the US economy has enjoyed its longest period of economic expansion in 165 years.

Read now

Webinar: Fixed income review and outlook webinar

Published date: August 2019

Webinar: Fixed income review and outlook webinar

Join Portfolio Manager, Damien Hill, as he reviews recent developments within fixed income.

Watch now

Published date: August 2019

Monthly fixed income snapshot desk views

How have the recent developments in global monetary policy impacted credit markets and where are the opportunities?

Read now

Quarterly fixed income and currency review and outlook

Published date: July 2019

Quarterly fixed income and currency review and outlook

European government bond yields fell after dovish central bank comments.

Read now

Most read

UK pension watch Q2 2019

Published date: July 2019

UK pension watch Q2 2019

Read now

Monthly fixed income snapshot desk views

Published date: August 2019

Monthly fixed income snapshot desk views

Read now

Responsible investment and fixed income quarterly: Q2 2019

Published date: July 2019

Responsible investment and fixed income quarterly: Q2 2019

Read now

An introduction to structured credit

Published date: July 2019

An introduction to structured credit

Read now

Inflation outlook: targeting higher inflation

Published date: August 2019

Inflation outlook: targeting higher inflation

Read now