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Insights

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After the referendum

- 05 JUL 2016

After the historic referendum vote to leave the EU, Stewart Robertson and Michael Grady discuss the implications.

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View from the Floor: June 2016

- 28 JUN 2016

Following the UK’s historic vote to leave the European Union, Euan Munro, Chief Executive Officer of Aviva Investors, discusses the implications for the financial markets and investment in the latest View from the Floor podcast.

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EU Referendum

- 24 JUN 2016

Early on June 24th, we learned that the outcome of the UK referendum on membership of the European Union was a vote in favor of leaving.

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Stronger yen stymieing Bank of Japan's efforts to boost growth

- 25 MAY 2016

The recent sharp rise in the value of the yen is complicating the task of the Bank of Japan as it looks to fight deflation and revive economic growth, argues Mary Nicola.

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UK economic outlook: political risk masks growth and prices quandries

- 13 MAY 2016

While UK demand looks healthy, short-term political risk in the UK continues to dominate global sentiment, says Stewart Robertson.

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Economic outlook: slow progress

Stewart Robertson - 29 APR 2016

While the US is likely to lead global growth higher in 2016, risks such as disappointing Chinese expansion, even lower commodity prices and geopolitical shocks persist, says Stewart Robertson.

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Emerging market local-currency debt potentially offers value despite recent rally

- 28 APR 2016

Despite a strong rally in emerging-market local-currency debt in 2016, a widening yield differential with US rates points to the long-term value of the asset class, says Liam Spillane.