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Your
Investments
Investment Viewpoint: all eyes on the Fed this week
Brian Flavin
The Fed is widely expected to start cutting interest rates in what is a busy week for central banks.
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Your
Investments
Chart of the week: short bonds break free
David Thompson
The tight relationship that has held between long and short bonds for the last twelve months is breaking down. Curves are normalising.
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Your
Investments
Investment Viewpoint: soft data gives equity markets a headache
Sebastian Orsi, CFA
What happened last week in markets?
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Your
Investments
Chart of the week: is a normalising yield curve a good thing?
Sebastian Orsi, CFA
In our latest instalment of our blog series, Chart of the week, Sebastian Orsi, CFA, Senior Research Analyst, examines the inversion of the US yield curve and its relationship to the start of a recession.
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Your
Investments
Investment Viewpoint: Cuts are on the way
Brian Flavin
What has been happening in markets?
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Your
Investments
What’s behind the recent equity market weakness?
Bernard Swords
On Monday, Wall Street was hit by a bout of severe tumult and suffered its worst day in almost two years. What drove the sell-off?
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Your
Investments
Chart of the week: worrying signs
Bernard Swords
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines euro area business sentiment - and what it tells us about the euro area economy.
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Your
Investments
Investment Viewpoint: Q2 earnings season gathers pace
Bernard Swords
How did markets fare last week? And what are the key takeaways from Q2 earnings season so far?
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Your
Investments
Chart of the week: Extended? Yes. A ‘bubble’? We do not think so.
Bernard Swords
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines why equity market performance has been relatively narrow this year.
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Your
Investments
Investment Viewpoint: a tough week for equity markets
Bernard Swords
What happened in equity and bond markets last week?
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Your
Investments
Portfolio Perspectives, July 2024
Stay ahead of the curve with our experts’ breakdown of this month’s market shifts and the insights shaping our portfolio positioning.
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Your
Investments
Chart of the week: the mood is improving
Bernard Swords
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the significant moves in interest rate expectations in the US so far this year.
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Your
Investments
Investment Viewpoint: key takeaways from our Asset Allocation Committee meeting
Bernard Swords
What were the key messages from our Asset Allocation Committee meeting last week?
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