Analysis

Macro Views | analysis 22 Sep 16

The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.

Investment | analysis 21 Sep 16

It’s the big divorce that is the talk of today’s headlines – yes, investors have fallen out of love with hedge funds.

Investment | analysis 16 Sep 16

With central banks loosening their belts so much comes the risk of policy makers getting caught with their trousers down.

Investment | analysis 15 Sep 16

Like everything else in the financial world the popularity of investment styles moves in cycles and, it would seem, like 90s fashion, thematic investment is seeing something of a revival.

North America | analysis 14 Sep 16

The brouhaha over Hillary Clinton’s pneumonia is just the latest sideshow in the US presidential election circus. While it is unlikely to derail her campaign, it has served once again to highlight the fact that a Trump presidency remains a possibility and markets are increasingly concerned.