Has fresh stimulus changed the game for China’s economy and assets? We examine the outlook.

Falling interest rates are changing the prospects for European economies and assets. We explore their changing fortunes.

Designed to meet women investors’ needs and preferences, our new publication explores investment and wealth management topics.

Having started the cycle with a large cut, where will the Fed go now – and what does it mean for currencies?

Should investors be concerned about a US debt default? Is rising government debt globally a problem? We analyse debt dynamics.

The US Treasury yield curve is normalising. As the Federal Reserve prepares to cut interest rates, we look at how best to position portfolios to benefit.

As investors prepare for a busy four final months of 2024, does another market storm lie ahead? With the Federal Reserve about to move, where are the key opportunities and risks? 

How should investors think about recent US dollar weakness? We argue for a nuanced outlook for the currency against the euro, Swiss franc, sterling and yen.