global markets

Two stocks kicked out

The current macroeconomic backdrop is a good opportunity for us to be reminded of the difference between 'signal' and 'noise'.

A return to safe-haven stocks

'Train is not going off the tracks'

Return of big banks and the end of austerity?

'Alarming' performance differential

Ten-year distribution partnership

Which will evolve and which will wither?

We continue to expect volatility in financial markets to rise substantially at some point.

Ahead of 'phase one' agreement