News & Views


Mar 2019 Market Bulletin - The Fed: Top of the molehill?
This paper addresses the main implications of the U.S. Federal Reserve meeting in March.

Mar 2019 Market Bulletin - Brexit: A week of high drama, and a modicum of progress
This paper, written by Karen Ward, summarizes the result of the third vote on the Brexit deal held by British Prime Minister Theresa May and its investment implications.

Feb 2019 Market Bulletin - European Central Bank adds to dovish central bank chorus
This paper, written by Karen Ward and Ambrose Crofton, examines the European Central Bank meeting outcome and its investment implications.

Feb 2019 Market Bulletin - Monthly Market Review – March
We are pleased to release this month’s market review, a summary of the factors driving global markets over the last month.

Feb 2019 Market Insights - 2019 Solving for income
The Solving for Income presentation uses selective slides from the Guide to the Markets – Asia to examine the role of income and how it will benefit investors by keeping it as a key investment objective.

Feb 2019 Market Bulletin - Monthly Market Review - February
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.

Feb 2019 Market Bulletin - Bank of England still constrained by Brexit uncertainty
This paper, written by Ambrose Crofton, addresses the latest Bank of England's interest rates announcement and its investment implications.

Feb 2019 Market Bulletin - 4Q18 Earnings: A fork in the road
This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 4Q18 U.S. earnings with performance of cyclical sectors and its investment implications.

Jan 2019 Market Bulletin - Fed announcement
This paper, written by Dr. David P. Kelly and Jordan Jackson, addresses the main implications of the U.S. Federal Reserve meeting in January.

Jan 2019 Market Bulletin - The 2019 BoJ outlook; No normalization in sight
This paper, written by Yoshinori Shigemi and Shogo Maekawa, examines the recent monetary policy decision of the Bank of Japan and its investment implications.


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