Global

US jobs fall short of expectations at 175,000 but risk of recession reduces

Economics

US jobs fall short of expectations at 175,000 but risk of recession reduces

Unemployment steady at 3.9%

clock 03 May 2024 • 2 min read
Deep Dive: Sterling remains attractive but political and economic uncertainty dampens spirits

Economics

Deep Dive: Sterling remains attractive but political and economic uncertainty dampens spirits

'US exceptionalism is past its peak'

clock 26 April 2024 • 4 min read
ECB holds rates at 4% as 'more data' is needed before cuts can begin

Economics

ECB holds rates at 4% as 'more data' is needed before cuts can begin

Stubborn services price inflation

clock 11 April 2024 • 3 min read
Federal Reserve: End of QT likely closer than first rate cuts

Global

Federal Reserve: End of QT likely closer than first rate cuts

FOMC March minutes

clock 11 April 2024 • 2 min read
JP Morgan's Jamie Dimon: 'Proxy advisers have undue influence'

Companies

JP Morgan's Jamie Dimon: 'Proxy advisers have undue influence'

Annual letter to shareholders

clock 09 April 2024 • 3 min read
'Strong' economic activity prompts Fed to hold rates for fifth time

Economics

'Strong' economic activity prompts Fed to hold rates for fifth time

‘Uncertain’ economic outlook

clock 21 March 2024 • 2 min read
Global growth expectations hit two-year high as managers diverge on potential AI bubble

Equities

Global growth expectations hit two-year high as managers diverge on potential AI bubble

Bank of America survey

clock 19 March 2024 • 3 min read
How big an impact could global elections have on portfolio allocation in 2024?

Markets

How big an impact could global elections have on portfolio allocation in 2024?

US, UK and India main focuses

clock 19 February 2024 • 8 min read
Global fund managers most bullish in two years as growth expectations improve

Global

Global fund managers most bullish in two years as growth expectations improve

BofA Global Fund Manager survey

clock 13 February 2024 • 2 min read
Schroders CIO Johanna Kyrklund: Investors should not get spooked by geopolitical turmoil

Bonds

Schroders CIO Johanna Kyrklund: Investors should not get spooked by geopolitical turmoil

Schroders London Conference

clock 08 February 2024 • 2 min read
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