The global economy has hit a soft patch with the euro-zone virtually stagnant, the US labour market flagging and China rationing its policy stimulus. We expect this weakness to persist around the turn...

This summer’s falls in the share prices of companies involved in producing AI chips have prompted some to question whether the AI revolution will be quite the game-changer it has been built up to be...

We expect equities to fare best among the major asset classes we track through the end of 2025, as the AI bubble reinflates. We suspect government and corporate bonds will generally do less well...

The strike at East and Gulf Coast ports is unlikely to trigger major economic disruption. Many retailers have made plans in anticipation of the strike and our sense is that, this close to the election...