Bernard Swords

What were the key messages from our Asset Allocation Committee meeting last week?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines how the US, eurozone and Chinese economies are performing relative to forecasts - and what that means for equity markets.

Bernard Swords

Political events were prominent last week. What do they mean for markets?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the movement in the French 10-year yield and its spread over the German equivalent in the wake of the first round of the French National Assembly elections.

Bernard Swords

How has the year evolved relative to our 2024 outlook - and what is our outlook for the rest of the year?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the outlook for US interest rates.

Bernard Swords

Last week, US inflation data and political developments were in focus. How did they impact markets?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the US labour market and asks: is the growth in employment inflationary?

Bernard Swords

Last week, the ECB cut interest rates for the first time in five years – how did fixed income markets react?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the change in fortunes for the euro area equity market relative to the US equity market.

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines why Japan's 10-year bond yield has climbed to levels not seen since 2011.

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, plots the US consumer sentiment index against actual retail sales growth. What does it tell us about the US consumer?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the latest ISM non-Manufacturing survey - and what it tells us about the US economy.