Economics & strategy

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Economic and Strategy Viewpoint

02MAR 2018

Economic and Strategy Viewpoint - March 2018

This month we focus on our latest forecast updates. These include an upgrade to global growth for 2018 which could fuel higher inflation, especially in the US.

Economic and Strategy Viewpoint

09FEB 2018

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Economic and Strategy Viewpoint

09JAN 2018

2017

DECEMBER

08DEC 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - December 2017

As the synchronized upswing continues, we are upgrading our global growth forecast for 2018.

NOVEMBER

01NOV 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2017

This month, our economists puzzle over the lack of inflation in a buoyant global economy, and weigh the difficulties investors face in assessing political risk and emerging market exposure.

OCTOBER

05OCT 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2017

This month, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.

AUGUST

21AUG 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2017

This month, the economics team discuss the fine lines between positive economic growth and manageable inflation.

01AUG 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2017

In this month's Viewpoint, we consider the more hawkish tone taken recently by central banks as well as examining the UK labor market and the prospects for global trade.

JULY

12JUL 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2017

In this month's viewpoint we consider whether we have seen the end of the "Trump trade", if investors have become too complacent and where the danger points are for emerging markets.

JUNE

13JUN 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - June 2017

In this month's update, we look at how political risks may be fading and macro worries are returning, consider the policy differences between the UK's two major parties, and examine the diverging fortunes of the emerging markets.