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Markets supported despite hit to earnings

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Thematic investing and the Post-COVID world In the third in our series of virtual mini-forums, we discussed thematic investing post-COVID in one session and the outlook for oil in another. June 2020

6 min read

Recovery by 2022? It's fiscally possible In this session, the debate focused on why the global economy may pull out of COVID-driven recession more quickly than consensus believes. June 2020

6 min read

U.S. policy: Pandemic puts the heat on China while tech regulation simmers We focus on four areas of U.S. policy crucial to our near-term economic outlook: fiscal stimulus, U.S.-China relations, regulation of technology companies and the 2020 U.S. elections. May 2020

3 min read

Market update – 24 March 2020 Paul Niven – of our Multi-Asset team – offers an update on market events.

2 min read

Paul Niven - Market Update – Coronavirus Paul Niven gives an update on coronavirus and its effect on equity markets.

2 min read

Pyrford Perspectives: the US Fed funds rate The Fed recently lowered its benchmark funds rate again.

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.

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.

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.