Growth

Highlight

Economics

21MAR 2019

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

2019

FEBRUARY

11FEB 2019

Economics

Brexit uncertainty weighs on UK GDP growth

The weak growth figures point to risk of recession this year.

07FEB 2019

Economics

Bank of England downgrades growth forecast as Brexit hits sentiment

Upside risks remain if an orderly Brexit is achieved, paving the way for an interest rate rise.

JANUARY

31JAN 2019

Economics

Eurozone growth fails to recover as Italy slips into recession

Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.

21JAN 2019

Economics

No immediate relief in sight for China’s slowing economy

Snapshot: Economic growth in China slowed to 6.4% in Q4 2018, and there is potential for further weakness in Q1.

14JAN 2019

Economics

How trade wars have affected emerging market returns

Snapshot: We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this year.

2018

DECEMBER

13DEC 2018

Economics

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

05DEC 2018

Economics

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.