Recent thinking

Equities

Interest rates on hold, but not in reverse

26 Feb 2019

Financial markets have surged since the start of the year after central banks appeared to put monetary policy tightening on hold. Our investment teams give their views on where monetary policy goes next and what that means for asset prices.

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AIQ Features

View all AIQ Investment Thinking

AIQ Investment Thinking

View all AIQ Investment Thinking

House View

A quarterly publication which encapsulates the thinking of our investment team.

Executive Summary

A summary of our outlook for economies and markets.

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Key investment themes and risks

The six key themes and risks which our House View team expect to drive financial markets.

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Macro forecasts: charts and commentary

Our round-up of major economies; featuring charts and commentary.

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Global market outlook and asset allocation

What our House View means for asset allocation and portfolio construction.

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