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Economic and Strategy Viewpoint

03APR 2019

Economic and Strategy Viewpoint - April 2019

In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.

Economic and Strategy Viewpoint

01MAR 2019

2019

FEBRUARY

27FEB 2019

Equities

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

14FEB 2019

Economic Views

Germany and Japan avoid recession but weaker global trade bites

Domestic demand improved in both economies at the end of 2018 but trade concerns persist.

11FEB 2019

Economic Views

Brexit uncertainty weighs on UK GDP growth

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

07FEB 2019

Economic Views

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.

04FEB 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2019

In our latest update we discuss the degree of pessimism in European equity markets, and explore the prospects for emerging market assets and the economic links between China and Australia.

JANUARY

31JAN 2019

Economic Views

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.

29JAN 2019

Equities

Perspective: the prospects for Indian assets in 2019

Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.