TalkingPoint

Markets

19JUN 2018

Four reasons for caution on a market in transition

Markets

19JUN 2018

Four reasons for caution on a market in transition

Investors are mostly optimistic and seemingly confident of sizable future gains, in spite of historically unfavourable valuations and a number of oth…

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Markets

13JUN 2018

Reassessing fixed income - is Goldilocks about to give way to the three bears?

Markets

13JUN 2018

Reassessing fixed income - is Goldilocks about to give way to the three bears?

The benign investment backdrop fixed income markets have enjoyed for many years is changing.

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Economics

19JUN 2018

Trade tensions - the US ups the ante

Economics

19JUN 2018

Trade tensions - the US ups the ante

As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market e…

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Watch/Listen

07JUN 2018

Why we are downgrading our global growth predictions

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Watch/Listen

07JUN 2018

Why we are downgrading our global growth predictions

It’s the first time we have lowered our expectations for global growth since 2016. Here are the reasons why.

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Economic and Strategy Viewpoint

25MAY 2018

Economic and Strategy Viewpoint - June 2018

Economic and Strategy Viewpoint

25MAY 2018

Economic and Strategy Viewpoint - June 2018

In our latest forecast update, we have revised down our expectations for global growth for the first time since September 2016.

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Global Market Perspective

06APR 2018

Global Market Perspective Q2 2018

Global Market Perspective

06APR 2018

Global Market Perspective Q2 2018

In this quarter's economic and asset allocation views, we discuss the escalating trade dispute between the US and China as well as examining the fact…

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