NEWSROOM

  • Expert Opinions

    Funds Focus

    How did European equity and flexible bond funds perform in the first nine months of 2019 and what is the outlook for early 2020 in a market environment that remains complex?

  • Expert Opinions

    Can EU sustainably rally vs. US equities?

    Optimism gave equities, yields and cyclical commodities a boost this week, as investors positioned for a US-China trade preliminary deal. Meanwhile, the underperformance of EU vs US equities does look stretched.

  • Expert Opinions

    Reasons to stay defensive in the current market climate

    Markets are balanced on a knife-edge at present, keeping us firmly in our defensive stance.

  • Expert Opinions

    Weighing the impact of green shoots

    Coupled with green shoots of recovery, signals that trade tariffs between the US and China will be partially rolled back fueled risk assets to record highs.

  • Expert Opinions

    Has the time come to add risk?

    There were few moving pieces this week apart from Brexit.

  • Expert Opinions

    The week in review: reconsidering Japan

    US consumer confidence rose in October and beat expectations according to the University of Michigan.