OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Author
Chart Room: Valuations look more reasonable but there may be more to come
Chart Room: Valuations look more reasonable but there may be more to come
Remapping China risks
Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
Chart room: US employment may have begun to recover, but there’s a long way to go
Employment has plunged to a deeper trough in 2020 than in previous recessions
White paper: Active share and index concentration
We examine active share, and assess how its value as a tool for evaluating portfolios and investment managers can vary with the underlying benchmark index.
Investment Outlook Q4 2019: Bending, not breaking
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
Investment Outlook Q3 2019: A delicate balance
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
European corporate earnings fall without boost from utilities, energy firms
The half-way mark for the European earnings season provides a good opportunity for an update on what we have seen so far and what conclusions can be drawn.
Brexit vote: Next steps
What next for Brexit after Prime Minister Theresa May's historic defeat?
What are the signs? The evidence for and against a looming correction
Stretched valuations, peaking indicators, and central bankers starting to withdraw liquidity. Are we running out of road?
Show Results
This content is for investment professionals only.