Economic & Strategy Viewpoint

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Economic and Strategy Viewpoint

01FEB 2019

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.

Economic and Strategy Viewpoint

02MAR 2018

Economic and Strategy Viewpoint

09FEB 2018

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2018

JANUARY

09JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2018

We review what happened in markets and the global economy in 2017, when political risk failed to stifle asset price exuberance. We also highlight our themes for 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.