While this month’s slump in the US stock market can’t be blamed on bad economic news, it can be attributed – at least in part – to concerns about the prospects for economic growth. We think that these...

Although we expect Italian bonds to remain under pressure over the coming years as the country’s fiscal and economic outlook continues to deteriorate, we think that European bond markets are generally...

Although October’s EU summit has come and gone without a Brexit deal in place, implied probabilities of a “no deal” do not seem to have increased very much, which is reflected in the resilience of...

Even stepping back from the volatility in stock markets around the world this week, global equities have clearly been weakening for a while, and are likely to do so again by the end of next year in...