QE

Entering a 'monetary policy arms race'

QE could be back soon

Have economic cycles fundamentally changed?

Equity markets everywhere look 'reasonably placed'

Navigating fixed income markets in the New Year

Markets have been far more volatile this year than last, taking fright at trade wars, the Italian budget, and the rout of the Turkish lira, for example. Yet most of the volatility has been in equity markets, while corporate bonds have provided a relatively...

Shorter duration required

Rate rises will be slower than predicted

Strong monthly performance

Kept rates unchanged