Recent thinking

The Little Book of Data

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AIQ Features

AIQ Client Matters

House View

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

Executive Summary

A summary of our outlook for economies and markets.

Key investment themes and risks

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

Macro forecasts: charts and commentary

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

Global market outlook and asset allocation

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


Keep up-to-date with our latest thoughts on financial markets by joining our interactive sessions.

Macro House View Q2 2020: COVID-19 and the economy – can the engine restart?

16 Apr 2020 14:00 GMT 45 minutes

Join us for a quick discussion with Stewart Robertson, Senior Economist, and Jerome Nunan, Investment Director, Multi-Asset, as they discuss how COVID-19 and the containment measures implemented by governments around the world to deal with it have impacted our latest House View.