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Market views

Investors are finding it more difficult than ever to navigate the financial markets due to the growing influence of central banks and an increasingly volatile political climate. Here, our economists, strategists and portfolio managers shed light on the investment developments that matter most.

Featured article
Multi Asset Monetary taps: not so wide open
In positioning for huge central bank stimulus, investors have put themselves in a tight spot.
Steve Donzé, Senior Macro Strategist August 2019
Multi Asset Bad omen: what the yield curve says about stocks
The inversion of the US yield curve strengthens the bear case for the economy and stock markets.
Luca Paolini, Chief Strategist August 2019
Multi Asset Why yield curve control should be Draghi’s parting shot
The euro zone should adopt a radical, Japanese style monetary policy if it wants to avoid Japanification.
Steve Donzé, Senior Macro Strategist August 2019
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