Global Investor Study
Investors expect annuals returns of more than 10% over the next five years, with millennials looking for nearly 12%.
It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.
We highlight some of the charts that we found interesting this month, including UK house prices, Chinese trade and the declining dollar.
Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.
Amid signs that the US dollar is dragging on US activity we believe that the path is open to a weaker currency. President Donald Trump would welcome dollar depreciation as would the emerging markets, but such a development could be problematic for the European Central Bank (ECB) and Bank of Japan (BoJ).