24OKT 2018


Our multi-asset views for October 2018

Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.


18SEP 2018


Japan PM poised to cement his position

Quickview: We see a more hawkish monetary policy stance as one implication of a Shinzo Abe leadership election win.


31AUG 2018


Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

10AUG 2018


Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade


31JUL 2018


Bank of Japan straps in for bumpy ride

The Japanese central bank has made a series of small tweaks to monetary policy to keep going for longer.

20JUL 2018


BoJ to remain dovish as inflation disappoints

Quickview: Lower-than-expected inflation release means the Bank of Japan is likely to keep interest rates at lows


19JUN 2018


Trade tensions - the US ups the ante

As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market economies.


07MAI 2018

Economic and Strategy Viewpoint

Monatlicher Marktausblick: Mai 2018

Diesmal beleuchten wir das Thema Handelskriege und die möglichen Auswirkungen auf die USA, die Schwellenländer und Japan.

04MAI 2018


Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

02MAI 2018


Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.