The year is 1991. I’m trading Australian interest rates on the proprietary desk for Bankers Trust. The desk is headed by Richard Farleigh. And the quarterly CPI number is about to be released. In those days, there was 3 opportunities to “trade” a CPI number. First our economist, Andre Morony,... Show More
The market has been very concerned about the economic slowdown and geopolitical issues in Europe - obviously Brexit being the biggest, most significant one. Show More
There remain as many potential scenarios around Brexit now as there was two and a half years ago when the British voted for Brexit. Its still uncertain exactly what the May government wants, and exactly what the EU governments are willing to agree with. So, we sit here with all... Show More
We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written off entirely. Here are ten potential surprises for 2019. Show More
Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to consistently time the market, so why even try? Just buy and hold for the long term, and collect your dividend cheque every six months.... Show More
UK Prime Minister faces no confidence vote following historic Brexit defeat, The Reject Shop continues to face pressure from unwanted suitor, and another Aussie retailer enters voluntary administration. Here's what's happening in markets today. Show More
In October the whole firm was rounded up and marched over the road to the grand ballroom of the Wentworth Hotel to hear about the launch of the new US Technology Fund. And I must say it sounded very exciting. Our US equity portfolio manager outlined the penetration of technology... Show More
We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper, along with Arnab Das explore these themes here - and their implications for markets. Show More
As the valuation gap between the US and the rest of the world narrows, we see value opportunities outside the US. Show More
Gold prices finished 2018 on a tear, rallying well over USD $100oz from its mid August lows to close out the year at USD $1281.65oz (London Fix on 31/12/18). The metal moved higher in the first trading days of 2019, kissing USD $1300oz, though a strong payrolls report, and a... Show More
