insights.

explore insights
Q1 2020 Outlook: Post-trade shock hangover
investment insights

Q1 2020 Outlook: Post-trade shock hangover

In 2020, growth will remain slow and yields low. Discover how we position our clients’ portfolios for the challenges ahead.

investment insights

The UK election and the end of the beginning?

How likely is the Conservatives’ victory on 12 December 2019, and what should investors do if the outcome is a hung parliament? What’s the outlook for the economy and UK assets? 

investment insights

Emerging economies, where next?

Emerging markets look set to recover in 2020 as interest rate cuts feed through to their economies and tensions from the US/China trade dispute stabilise.

Global Investment Strategy 2020: Curing a hangover from trade

In 2020, growth will remain slow and yields low. Discover how we position our clients’ portfolios for the challenges ahead.

The dollar and 2020 US presidential elections: protectionism and trade policies at the forefront

We analyse the potential dollar implications of four presidential contenders – Donald Trump, Elizabeth Warren, Joe Biden and Michael Bloomberg.

investment insights

Gold: safe-haven role firmly established

Persistently negative yields have profound long-term portfolio construction implications. Gold has become a key safe-haven asset.

investment insights

Ten investment convictions for 2020

How might investors position their portfolio for the challenges of 2020? We look at ten themes that have guided our thinking.

FX Monthly Outlook 2020: is the dollar heading for a secular decline?

Dollar resilience this year has been driven by political uncertainty and slowing global growth. As we head into 2020, several risks seem to be dissipating. We see upside in sterling.

???template.insights.loader.img-alt???