Investment Themes & Strategy

3 Powerful Forces Transforming the US Economy

Some of the top factors limiting US growth also hold the key to its future: Fed policy has lost its effectiveness, populism has transformed politics and technology has radically reshaped economic activity. Policymakers and businesses alike must take notice or risk missing the wave.
Steven Malin | 17/12/2016
Outlook & Commentary

3 Drivers of Returns and Volatility in 2017

Our Capital Markets and Thematic Research team says geopolitics, monetary policy and the global economy are the three factors that will exert the most influence on investments in 2017, but it could be a volatile mix.
Hans-Jörg Naumer | 09/12/2016
Investment Themes & Strategy

FinTech: Buzzing About Blockchain

In just a few short years, blockchain technology has surged past cybersecurity, mobile payments and cloud computing to become arguably the most innovative new technology in the financial-services industry – and one that is particularly promising for ESG-focused investors.
Investment Themes & Strategy

Policymakers and Businesses Confront Reality: Adapt or Die

With the Fed’s monetary policy growing less effective, perhaps it’s time for the Fed to reassess its targets. There’s a new industrial revolution underway, and governments and central banks that fail to adjust could further weaken real economic growth over the long run.
Steven Malin | 17/11/2016
Outlook & Commentary

It’s Been Quite a Run for Global Fixed Income

Interest rates globally fail to accurately reflect fundamentals because QE has distorted markets, says our Global Head of Fixed Income. Investors have certainly benefited from the run-up in prices, but how much lower can rates go when over USD 10 trillion in global bonds have negative yields?
Franck Dixmier | 11/11/2016
Investment Themes & Strategy

Will the Falling Pound Cushion Brexit’s Blow?

Britain’s economy didn’t roll over post-Brexit, but the pound has dropped in response to increasingly tough political rhetoric about a “hard” exit. Mike Riddell wonders whether a further drop in sterling might prompt the government to soften its stance.
Mike Riddell | 07/11/2016

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