MARKETS
Our response to a changing world
It's still possible to find companies with improving returns.
Copper's weakness hides the demand to come
Considering the long-term prospects of copper, it could be a good time...
Multi-asset allocation views - A silver lining for gilts?
Over the last 12 months, in what has been a challenging period for fixed...
What's driving the rise in bond yields?
Rising term premia has driven the increase in global bond yields.
Q&A: a 50% probability of recession?
PIMCO sees meaningful value in high quality.
Liquid alternatives have come back to earth, so what's next?
Funds that can exploit both rising and falling markets tend to stand out...
Top three emerging market themes
Carry, duration and spreads are all key emerging market themes.
Looking further afield for impact: three case studies
Deep, fundamental analysis can really pay off.
Is now an attractive entry point for Chinese assets?
The answer depends on your time horizon.
US to outpace peers again as global economy set to outperform
Economists predict strong income growth amid cooling inflation and a robust...
What could an escalation in the Middle East mean for central banks?
Any escalation in the Middle East could push oil prices higher, drag on...
Why the "high for longer" narrative is flawed
Central banks will likely ease sooner than expected.
