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Macro insight

March 2015

Macro Snapshot - Green euro shoots

Lower oil prices have provided a net positive effect on global growth, albeit favouring consumption-led economies.

Asset Allocation: March 2015

Hopes of a settlement to the Greek crisis and generally positive global economic data saw equity markets power ahead in February.

February 2015

Asset Allocation: February 2015

European political and economic developments, alongside retreating oil prices, preoccupied markets in January.

January 2015

Asset Allocation: January 2015

Oil continued to dominate headlines in December.

Important information

Views and insights

March 2015

Equity Insight: FX - the unreliable boyfriend

After the last few weeks, it can be forgiven that some investors think all you need in order to forecast equity markets is a good foreign exchange (FX) strategist.

Fixed Income Focus: The power of European money printing

The European Central Bank has finally joined the global money printing party and markets are reacting positively to the introduction of a massive price-insensitive buyer.

Index Intelligence: The advantages of combining smart beta funds

Interest in alternative index strategies, often called 'smart beta', continues to grow.

February 2015

Equity Insight: Bond spillover?

Although equities have recorded all-time highs across most global markets, the kind of re-rating seen in fixed income assets has so far largely eluded equities.

January 2015

Fixed Income Focus: Europe - The Final Countdown

There has already been quite a bit of market volatility in 2015...

Equity Insight: If not now, when?

European equities have been perennial underperformers compared with the US since the start of the financial crisis almost eight years ago.

Change to management and administration

Economic views

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