Tag Archives: economy

European Equities – Where Next?

View from the European Equities desk 2015 was to be the year of European Equities. After five years of trailing the U.S. market, all eyes turned to Europe, as the power of Quantitative Easing (QE) and an expectation of greater … Continue reading

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How Will Developments in China Affect U.S. Investors?

On August 11, the Chinese government devalued the renminbi (RMB) for the first time in 22 years. Resulting global market volatility has been significant – but what implications might this turmoil have for the U.S. equity market? Our research indicates … Continue reading

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A Multi-Asset Response to Rising Bond Yields

Balanced Strategies Desk Reema Desai looks at three ways the team believes alpha can be generated against an environment of rising yields. Reema also outlines what investors might consider going into Q3 2015

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Greece at Centre Stage: Can we Expect Market Normalisation?

European Investment Grade Credit Markets have been erratic during the first half of the year, as economic volatility has continued to the end of Q2. Alessandro D’Erme explores the potential market changes in this environment and how they could impact … Continue reading

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European Equities: Range Bound, but Expect New Catalyst to Arrive

View from the European Equities Desk In our last quarterly update, Fiona English highlighted the possibility of greater volatility and perhaps some periods of consolidation. This has indeed transpired, but what next? Fiona talks us through what we can expect … Continue reading

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