Although we have raised some of our bearish forecasts for developed market equities, we still think that they will fall a long way in 2019 as the US economy falters. And while we have also made a...

Increases in the prices of industrial commodities have helped to drive a rebound in some emerging market (EM) currencies since early September. But that rebound is already showing signs of faltering...

While the recent shift towards tighter monetary policy in many emerging markets (EMs) is likely to continue, this is largely priced in to markets already. But we think that local currency government...

Italian bonds have come under renewed pressure after the government announced plans to loosen fiscal policy by more than markets anticipated over the coming years. We think that Italian bond yields...