Keith Wade

Chief Economist and Strategist

Highlight

Economische & strategische analyse

29MRT 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.

2019

MAART

18MRT 2019

Markets

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

17MRT 2019

Markets

Infographic: Inescapable truths for the decade ahead

This interactive infographic explores our inescapable investment truths.

01MRT 2019

Economische & strategische analyse

Economic and Strategy Viewpoint - March 2019

In our latest forecast update, we cut our 2019 global growth projection again but we still think the US and world economy will avoid recession.

JANUARI

31JAN 2019

Economie

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

23JAN 2019

Economie

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.

09JAN 2019

Wereldwijd marktperspectief

Q1 2019

Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on investment implications as the US cycle approaches the slowdown phase.

04JAN 2019

Economische & strategische analyse

Economic and Strategy Viewpoint - January 2019

In our latest update we review 2018 and look ahead to key themes for 2019 and some potential "black swans".