Democrats' Decision Not to Impeach Will Likely Deliver an Electoral Sweep in 2020
The end of the Special Counsel Bob Mueller's investigation into links (and possible collusion) between Russia and the Trump administration/campaign...
566 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
721 Views
US Dollar Demand - Fading Appetite
In 2011 the world experienced the best year of demand expansion – in US dollar terms – in any year since the financial crisis, until 2018 that is....
501 Views
Gold Showing the Way
The USD remains mixed, but gold has developed a persistent uptrend. This may reflect underlying weakness in the USD and doubts about the state of...
457 Views
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
593 Views