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Market trends

AllVideosInvestment stategy
03
May
2019
Quaterly Outlook Q2 2019
Quaterly Outlook Q2 2019
Investment Strategy
Quaterly Outlook Q2 2019
Quaterly Outlook Q2 2019
09
Jan
2019
Quaterly Outlook T4 : macro outlook
06
Nov
2018
Braving the elements
The current outlook is characterised by sustained growth, mainly driven by the US with signs of moderation elsewhere.
Investment Strategy
The current outlook is characterised by sustained growth, mainly driven by the US with signs of moderation elsewhere.
Braving the elements
12
Jul
2018
Quarterly Outlook
Quarterly Outlook Q3 2018
Investment Strategy
Quarterly Outlook Q3 2018
Quarterly Outlook
22
Jan
2018
Another Lap
Investment Strategy - Outlook 2018 (Another Lap)
Investment Strategy
Investment Strategy - Outlook 2018 (Another Lap)
Another Lap
26
Oct
2017
Central banks
Market trends
Central banks
26
Oct
2017
Central banks
Turning the tap off, gradually More rate hikes to come in the US as tax reform looks set to go ahead. The European...
Market trends
Turning the tap off, gradually More rate hikes to come in the US as tax reform looks set to go ahead. The European Central Bank (ECB) will reduce asset purchases further in 2018 but muted inflation should keep rates unchanged. With slower growth and lower inflation, the Bank of England (BoE) is likely to stay put in 2018. Favour short maturities and...
Central banks
26
Oct
2017
Central banks
- The European Central Bank (ECB) is likely to adjust its forward guidance before year-end in response to stronger...
Market trends
- The European Central Bank (ECB) is likely to adjust its forward guidance before year-end in response to stronger economic momentum, although a strong euro is taming inflation prospects. - The US Federal Reserve (Fed) has started to reduce its balance sheet. We expect one more rate hike by year-end. - The Bank of England recently hinted that it may raise...
Central banks
20
Oct
2017
Another Lap
Market trends
Another Lap