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The U.S.-China relationship in a changing global economy

An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years.

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.

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.

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.

Market update – 24 March 2020

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

Paul Niven - Market Update – Coronavirus

Paul Niven gives an update on coronavirus and its effect on equity markets.

Pyrford Perspectives: the US Fed funds rate

The Fed recently lowered its benchmark funds rate again.

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.

Pyrford Perspectives: tariff tensions and rate reductions

Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.