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Macro views

Macro Update - 6 April 2020

Falling uncertainty – good for recovery from the virus, bad for the economy. Steven Bell explains why, and also argues why he believes interest rates will stay low despite the huge stimulus measures.
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Responsible Investment

2020: The year of climate action

Since the Paris Agreement, we have supported the ambition to limit global warming.
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Responsible Investment

Thematic updates

We engaged with companies on the key themes we selected as priority engagement areas for 2019.
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News & Insights

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Multi-Asset
3 min read
Paul Niven - Market update – 24 March 2020 Paul Niven – of our Multi-Asset team – offers an update on market events.
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Multi-Asset
2 min read
Market Update – Coronavirus Paul Niven gives an update on coronavirus and its effect on equity markets.
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Multi-Asset
6 min read
Global Perspectives - February 2020 Global equities – where to from here?
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Multi-Asset
6 min read
Global Perspectives Our chief economist Steven Bell assesses the prospects for economies and markets in 2020.
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Multi-Asset
2 min read
Pyrford Perspectives: the US Fed funds rate The Fed recently lowered its benchmark funds rate again.
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Multi-Asset
2 min read
Pyrford Perspectives: Brexit here, civil unrest elsewhere October saw civil unrest erupt in many parts of the world, while Brexit rumbled on closer to home.
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Multi-Asset
2 min read
Pyrford Perspectives: lower global growth forecasts The IMF lowered global growth forecasts again during its October update.
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Macro views
2 min read
Pyrford Perspectives: tariff tensions and rate reductions Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.
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Multi-Asset
2 min read
Pyrford Perspectives: What’s going on in Italian politics? The team at Pyrford investigate the disappointing levels of productivity growth around the world.
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Multi-Asset
2 min read
Pyrford Perspectives: ageing economies The team at Pyrford investigate the disappointing levels of productivity growth around the world.
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Multi-Asset
3 min
Global Perspectives - July 2019 The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go.
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Multi-Asset
2 min read
Poor productivity growth The team at Pyrford investigate the disappointing levels of productivity growth around the world.
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Multi-Asset
2 min read
As good as gold? The team at Pyrford consider gold versus fiat money.
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Multi-Asset
2 min read
Pyrford Perspectives: our views on the markets The team at Pyrford take a quick look at what’s going on in the markets.
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US Equities
2 min read
The US/China trade saga The team at Pyrford discuss the US/China trade spat and the economic implications.
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Multi-Asset
2 min read
Corporate US – health check The team at Pyrford look beyond the economic headlines and assess whether current profit levels can be maintained.
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Multi-Asset
2 min read
The Madness of the Modern Monetary Theory The team at Pyrford examine fiscal policies adopted by countries to boost economic growth.
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Investment Trusts
4 min read
Market perspectives Paul Niven discusses the state of the world economy and assesses the prospects for markets from here.
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Multi-Asset
4 min read
Superyachts and global economics We explain how browsing the pages of Boat International gives us an insight on the global economy.
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Multi-Asset
4 min read
Recession? Is a recession on the cards? We examine some of the warning signals.
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Multi-Asset
3 min
Global Perspectives - April 2019 For Europe in 2017, everything looked bright and promising. 2018, however, saw a change in fortunes
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Multi-Asset
6 min read
Housing affordability A closer look at analysis by Demographia on housing affordability around the world.
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Multi-Asset
2 min read
Italy’s debt trap Italy is in a debt trap – and we see little prospect of sustained recovery whilst it remains within the eurozone.
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Multi-Asset
3 min read
Myanmar: more than meets the headlines Read our travel note from Myanmar to discover what lies beyond the negative news articles
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