Although there remains significant political uncertainty in many euro-zone countries, we doubt that this will prevent most government bond yields from falling a bit further this year.

The market impact of the coronavirus outbreak in China has escalated over recent days, and increasingly resembles last year’s trade-war-driven turmoil in May and August. But unless the fallout from...

Despite lingering uncertainty around the next phase of the UK’s exit from the EU, we think that there is more upside for sterling, Gilt yields, and UK equities.

While we have altered our forecasts for ECB policy this year, we are still more dovish than investors about the outlook for interest rates in the euro-zone. As such, we continue to think that...