U.S. economic outlook
windergate
1/17/2019
Economic outlook Powerful crosscurrents are buffeting the economic and financial landscape in the United States,
1/17/2019
1/15/2019
What is the outlook for interest rates in 2019?
windergate
1/15/2019
In focus: Our Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely
1/14/2019
Commodities outlook 2019: Will precious metals shine?
windergate
1/14/2019
The commodities complex had a particularly volatile run in 2018, with flaring trade tensions, mounting concerns around slowing
12/18/2018
Fixed Income: A few opportunities left
windergate
12/18/2018
U.S. Treasuries and liquid MBS look interesting, especially at the short end of the U.S. yield curve We are more cautious on European g...
12/14/2018
Outlook 2019: Emerging markets equities
windergate
12/14/2018
Valuations in aggregate are attractive and reflect a cautious growth and earnings outlook, while many currencies look cheap
12/13/2018
Outlook 2019: Global credit
windergate
12/13/2018
With the removal of extraordinary central bank support measures, 2019 looks set to be a transitional year, not just for corporate bonds ...
Outlook 2019: US equities
windergate
12/13/2018
The US economy has outperformed other developed markets in 2018 and we believe it will remain comparatively stable in 2019 We believe t...
12/12/2018
Outlook 2019: Multi-asset
windergate
12/12/2018
The economic backdrop looks more challenging and there is a risk of US recession in 2020 Markets may prove volatile and government bond...
Outlook 2019: Commodities
windergate
12/12/2018
Restrained supplies should support major commodities in 2019 despite demand worries Deep market deficits are apparent in key energy, me...
12/10/2018
Outlook 2019: Income
windergate
12/10/2018
Investors continue to aim for ambitious levels of income Interest rates are rising in many developed economies but look set to remain b...
Outlook 2019: Sustainability
windergate
12/10/2018
With a growing number of extreme weather-related events in the years ahead, certain sectors are at risk of suffering damage to physical ...
12/07/2018
Outlook 2019: Japanese equities
windergate
12/07/2018
Stable domestic policy environment could be offset by external risks Japan has continued to see a gradual improvement in domestic econo...
Outlook 2019: Asian ex Japan equities
windergate
12/07/2018
Asian equities have cheapened providing selective buying opportunities There are promising opportunities across various areas including...
12/06/2018
Outlook 2019: European equities
windergate
12/06/2018
After a poor 2018, European equities are lowly valued, balance sheets look healthy and we see the dividend yield as attractive Sectors ...
Outlook 2019: UK equities
windergate
12/06/2018
The possibility of a “no deal” Brexit has created uncertainty Investors have shunned UK stocks as a consequence of Brexit Stock select...
12/05/2018
Outlook 2019: Global equities
windergate
12/05/2018
In general, markets are moving into a new phase in which inflation is on the rise and central banks are offering less support to markets...
Outlook 2019: Global economy
windergate
12/05/2018
We forecast a more stagflationary environment in 2019 with global growth set to slow and inflation to rise. We expect US interest rates...
Investment traffic lights - 05 December 2018
windergate
12/05/2018
Market overview So now December has to fix it. After October pushed the total returns of most markets deep into the red for
Outlook 2019: Global bonds
windergate
12/05/2018
The post-2008 low volatility sea of tranquillity is being disrupted by monetary policy adjustments and geopolitical factors We see a mi...
11/02/2018
Investment traffic lights - 02 November 2018
windergate
11/02/2018
Market overview October has once again lived up to its reputation as the most volatile month. To the disappointment of investors, ...
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