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US Pension Watch: Q3 2023
US pension watch - Q3 2023
Credit portfolio trading explained
November 06, 2023
In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.
By Gareth Colesmith
October 13, 2023
Central banks have suppressed longer-dated bond yields, according to our analysis, undermining the value of an inverted yield curve as a recession signal.
September 27, 2023
Green protectionism is reshaping the global economy and geopolitics.
By Emin Hajiyev
July 10, 2023
We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.
By Matthew Merritt
June 30, 2023
We discuss the evolution of currency markets and currency management over the last 30 years.
By Francesca Fornasari
June 15, 2023
The growing risks facing the global financial system.
By Abdallah Nauphal
May 23, 2023
We believe European central banks can keep hiking in the months ahead despite a Fed pause.
May 12, 2023
Easing inflationary pressures are dominating headlines, but early rate cuts may jeopardise the medium-term outlook.
By David Hooker
Global macro research: Editorial committee
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