Latest views

Emptying, not removing the punchbowl

Last week – as widely anticipated – the Fed raised rates, the ECB announced the end of crisis-era QE, and the BoJ left policy unchanged. Markets reacted in a risk-on way and the euro fell, as the ECB pledged to keep rates on hold for longer than expected and the Fed took stronger US economic conditions in its stride. Over the medium-term, we expect global equities to grind higher, Eurozone sovereign yields to rise, and the euro to recover. 


Volatility is back: Are you prepared?

In this month's House View we outline five strategies that we recommend for managing risks while participating in still-attractive financial markets.

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Questions we're tracking

Each month we will answer five of the top questions on investors' minds and on our minds as we determine our House View positioning.

Thematic spotlight

Enabling technologies, including artificial intelligence, augmented reality/virtual reality, big data, cloud computing, and 5G, now represent about a mid-teens share of overall global IT spending.

Key topics

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