Weekly Talking Points - Subtle Change to Our Outlook

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the NASDAQ 100 relative to the S&P 500. The change in our recovery scenarios is examined as our Chief Economist, John Calverley, is more concerned about political instability and trade risk undermining equity returns. To read more please subscribe.

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Our investment monthly for December provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we raised our asset allocation to UK small-cap shar

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the European STOXX 600 Food & Beverage sector and some key shares. We discuss