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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 The Fed: pausing for thought?
The US Federal Reserve claimed its monetary policy tightening campaign would pass off without incident. Nothing could be further from the truth.
Steve Donzé, Senior Macro Strategist December 2018
Multi Asset Dividend yields cast UK stocks in favourable light   
Relative to government bonds, UK equity dividend yields are more generous than they've been for 60 years. That's something investors can't ignore,...
Supriya Menon, Senior Multi Asset Strategist December 2018
Emerging Markets My emerging market wishlist for 2019
The past 12 months have been tumultuous for emerging markets across both fixed income and equities. By most measures, emerging markets look oversold,...
Patrick Zweifel, Chief Economist December 2018
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