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UK interest rates: to hike or not to hike?

Edward Hutchings - 13 JUL 2017

Inflationary pressures could push the Bank of England to increase interest rates. Ed Hutchings questions whether such a move is justifiable.

Economic research UK Fixed income

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Amazon: how big can it get?

- 13 JUL 2017

Amazon surprised the market with its $13.7 billion acquisition of Whole Foods, but as the company extends its reach into new sectors, will antitrust regulators begin to scrutinise its activities more closely?

Global Equities

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Macron victory spurs renewed hope of European integration

Ahmed Behdenna - 10 JUL 2017

Emmanuel Macron’s election as French president has raised hopes that the European project is set to be given renewed impetus. This could mark a sea change for financial markets, writes Ahmed Behdenna.

Europe Economic research Multi-asset

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Be ready as dispersion ousts correlation as key for investors

Peter Fitzgerald - 09 JUL 2017

Strong correlations since the financial crisis will begin to break down

Global Multi-asset Multi-strategy

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The great rotation: better late than never?

- 07 JUL 2017

While financial analysts have long predicted investors would switch out of low-yielding bonds into equities, to date there has been very little evidence of it happening. That could finally be set to change, argue James McAlevey and Marc Semaan.

Global Equities Fixed income

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UK real estate: political uncertainty clouds the picture

Tom Goodwin - 29 JUN 2017

A hung parliament following the general election has only added to ‘Brexit’-related uncertainty in the UK, although opportunities remain for investors, says Tom Goodwin.

Brexit UK Real estate

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Charging into the future

- 29 JUN 2017

Advances in battery storage technology are helping to meet supply and demand challenges in the UK electricity market, and in the process provide opportunities for investors.

Economic research UK