Outlook & Commentary
There is a high probability that the FOMC will hike rates at its December meeting, and a similarly strong chance that it will raise rates more in 2018 than the market anticipates. But for now, the markets seem more focused on whom President Trump will appoint as the next chair and vice chair.
Franck Dixmier | 27/10/2017
Outlook & Commentary
Although the Bank of Japan has enjoyed some success with its novel approach to financial engineering – including implementing negative interest rates and yield-curve controls – the economy and inflation both need to improve. As a result, we expect the BoJ to keep its monetary policy on hold, at least for now.
Stefan Scheurer | 19/09/2017
Outlook & Commentary
We don’t expect the Bank of England’s monetary policy committee to announce a rate hike at its next meeting – or anytime in the next two years, barring some rebound in macro data. At the same time, the BoE doesn’t want the markets to be complacent about its ability and willingness to do so.
Mike Riddell | 13/09/2017
European Politics
The election was never going to put an end to the uncertainty facing the UK, given Brexit and the deteriorating economic picture. But the result piles uncertainty on uncertainty. The good news is that it may pave the way for more consultative government and a realistic approach to the forthcoming Brexit negotiations.
Artificial Intelligence
Although some view robo-advice as a passing trend, it has the potential to help investors and advisors alike, according to two new Grassroots Research surveys. Some advisors are even using the technology to manage smaller accounts more efficiently, which could bring more investors into the advice realm.
Kelly Reuba | 12/05/2017
Outlook & Commentary
Despite continued political risks in Europe and tepid expectations for the US, the global economy seems set to grow – albeit at an inconsistent pace. Investors should expect the reflation theme to persist, yields to feel upward pressure and politics to remain a key issue.
Ann-Katrin Petersen | 08/05/2017
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