2015 was an underwhelming year for emerging market equities. There was wide dispersion between the returns of individual markets, with […]
The end of the year is often a time of lists. It is also a time to look back as […]
Andy Haldane questions whether technology – particularly automation – will, in the near future, have a greater effect on the labour market than in the past.
Forecasts for 2016 suggest difficulty in the retail industry in the coming quarters, before a more encouraging end to the year.
Having updated our investment outlook for the second half, we are now neutral on equities, long on high-yield corporate bonds and short the euro.
Developing policies to address questions that arise in the face of population ageing is a huge challenge for governments because there is no precedent.
If investors now view Bunds as more fairly priced, what could prompt a return of the euro parity trade in currency markets?
As 2015 starts, it looks like the issues that defined 2014 will dominate the New Year as well: oil prices continue to fall and the euro faces more pressure.
There is broad agreement in the investment community that the steep slide in oil prices will serve to support world growth through a number of channels.
Inflation has fallen significantly in the eurozone this year, forcing the ECB to announce a series of measures to head off deflation. So far, though, there is little sign of an end to the disinflationary trend.
The constraints of the zero lower bound means developed economies may be confronted with the prospect of a future of chronically weak demand and slow economic growth
Most investors are risk-averse: they are more sensitive about losing money (even if the loss is unrealised, i.e. they haven’t sold the loss-making position yet) than about missing out on a nice opportunity.
The fallout of the Great Recession and the way it has been addressed have only made finding an appropriate investment strategy more daunting than ever.
Interest rates saw sharp swings in 2013. 10-year Bund yields fell as far as 1.15% in May 2013, close to their historic low
William De Vijlder and chief economist Joost van Leenders tell the team about their outlook on the global economy and markets.
The answer: be innovative, audacious and capable of creating value
Investors are increasingly on edge as various signals suggest that times are changing.
Many European investors in low volatility equities were caught by surprise: the volatility of their low equity portfolios has been as high as the market volatility.