27FEB 2018


The global economy in pictures - February 2018

In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.

14FEB 2018


US inflation shows signs of rising cyclical pressure in January

Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.

09FEB 2018


BoE: earlier and greater interest rate rises on the horizon

UK policymakers are concerned about inflation despite weak growth; we now forecast a November rate hike.


31JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.

30JAN 2018


The eurozone economic boom continues

Quickview: How long can the European Central Bank maintain its extraordinarily loose monetary policy?

29JAN 2018


The global economy in pictures - January 2018

In this month's infographic we look at the shift towards global reflation, the end of quantitative easing and whether political risk is set to return in 2018.

26JAN 2018


US economy maintains momentum as domestic spending shines through

Quickview: Latest US growth data is robust, but distorted by effects of post-hurricane spending.

26JAN 2018


30-year return forecast: 2018 update

In our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US.

10JAN 2018


The Global Economy in Pictures - 2017 Year In Review

In the first infographic of 2018, we review the themes that dominated the global economy over the last 12 months and provide an outlook for the year ahead.

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.