31JAN 2017


TalkingEconomics - The world economy shrugs off uncertainty… for now

Concerns about the impact of Brexit and President Donald Trump’s populist policies on growth have been swept aside and growth forecasts are now likely to be upgraded

30JAN 2017


Copper’s golden age?

As the world reduces its dependency on fossil fuels, its dependency on copper must rise.

27JAN 2017

Economic and Strategy Viewpoint

February 2017

In this month's Viewpoint, we discuss recent strong global growth indicators and the prospects for inflation, as well as improving momentum in Europe and the challenges facing China.

25JAN 2017


Will ‘value investors’ win in 2017?

Value investing enjoyed a turnaround in fortunes in 2016, but after many years of underperfomance compared with growth could 2017 be the year for value investors?

23JAN 2017


Five things I learned at Davos

Populism, automation, regime changes, future forecasting and long-term investing - Huw van Steenis, Global Head of Strategy, shares his perspectives from the 2017 World Economic Forum meeting.

20JAN 2017


The story of the global economy in Jan 2017

In this month's infographic our economics team reflect on 2016, a year in which the underdogs bit back. They look at what 2016 will be remembered for and the lessons learned, and then look ahead to 2017 and the issues that will likely dominate investors' minds.

19JAN 2017


How big was the global Trump rally – and where does it leave valuations?

The prospect of a Trump presidency has fuelled a rally in stockmarkets. We explain why and look at the latest valuations.

13JAN 2017


Book review: The 100-Year Life by Lynda Gratton and Andrew Scott

How will people adjust their lives to the likelihood of living to 100, and what does this mean for their finances and careers? These are some of the questions tackled in this new book written by two London Business School academics.

11JAN 2017

Global Market Perspective

Q1 2017

We look ahead to what’s in store for the macroeconomic and market picture in 2017, as well as looking back on an eventful 2016 when the US presidential election and Brexit dominated the news.

06JAN 2017


Quarterly markets review - Q4 2016

An overview of markets in Q4 2016 when the US presidential election dominated the news and bond yields generally rose.