Analysis

Fixed Income | analysis 16 Nov 16

Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.

Investment | analysis 15 Nov 16

The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.

Europe | analysis 11 Nov 16

Winter is coming, but instead of flying south, the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.

Macro Views | analysis 10 Nov 16

Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.

Investment | analysis 9 Nov 16

Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.