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Through the Brexit fog: no-deal risk dissipates
investment insights

Through the Brexit fog: no-deal risk dissipates

The risk of a no-deal Brexit is dissipating. The UK parliament postponed the vote on the revised Withdrawal Agreement, and adopted the Letwin amendment, which seeks to prevent a no-deal Brexit. It seems unlikely that the UK will crash out of the EU without a deal. We look at the costs to the UK economy and implications for sterling.

investment insights

Brexit: close to a breakthrough?

The UK and the EU might be inching closer to a Brexit deal. Discover what the potential agreement means for GBP and watch the full video.

investment insights

US recession - are we nearly there yet?

With US politics in turmoil, the US economy is sending conflicting health signals. We look at the economic indicators and ask how worried investors should be about a US recession.

Avoiding Japanification
investment insights

Avoiding Japanification

Japan is struggling to escape its economic ‘black hole’ of zero rates and in so doing, show other policy makers around the world how to escape the gravitational pull of ‘Japanification’.

Quarterly Investment Strategy – Key highlights
investment insights

Quarterly Investment Strategy – Key highlights

We cannot expect a revival in global output if US-China trade tensions continue to escalate. US consumer spending remains robust but job growth slows and certain sectors are beginning to show signs of concern. Read our full quarterly strategy by our experts.

Times are challenging for investors, as markets evolve under the influence of two opposing forces: the negative forces of the US-China trade war and Brexit, and the positive tide of central bank support. But the cycle is not over. Discover how we have positioned portfolios for the final months of the year in the latest video featuring Stéphane Monier, CIO Private Bank, and Samy Chaar, Chief Economist.

investment insights

The late bull market and new approaches

The decade-old bull market and low yield environment are pushing advances in alternative data sources and sustainable investment criteria.

Navigating FX as major central banks ease further
investment insights

Navigating FX as major central banks ease further

How are currency markets dealing with the latest round of easing measures and heightened geopolitical uncertainty? Read our latest insights in the September edition of the FX Monthly.

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