Markets

05DEC 2016

How low rates affect stockmarket returns

Markets

05DEC 2016

How low rates affect stockmarket returns

History offers lessons on how low rates - and equity market valuations – might affect returns

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Markets

05DEC 2016

Outlook 2017: Global cities

Markets

05DEC 2016

Outlook 2017: Global cities

Volatility is likely in 2017 in a changing landscape for real estate, but a long-term focus on the strongest companies in the strongest global cities…

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Economics

05DEC 2016

TalkingEconomics: Europe forecast update - higher inflation to dampen growth

Economics

05DEC 2016

TalkingEconomics: Europe forecast update - higher inflation to dampen growth

We have revised our eurozone growth expectations down slightly for 2017 but raised our forecast for 2018.

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Watch/Listen

22NOV 2016

60 seconds with Huw van Steenis on why central banks are getting it wrong

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Watch/Listen

22NOV 2016

60 seconds with Huw van Steenis on why central banks are getting it wrong

Huw van Steenis explains why he thinks central banks have been struggling with the efficacy of their policies.

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Global Market Perspective

12OCT 2016

Q4 2016

Global Market Perspective

12OCT 2016

Q4 2016

Economic and asset allocation views covering Q4 2016, including our forecasts update, a look at the upcoming US election and a research note on the l…

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Economic and Strategy Viewpoint

30NOV 2016

December 2016

Economic and Strategy Viewpoint

30NOV 2016

December 2016

In the latest viewpoint, our economists upgrade their global growth forecasts for the first time in two years, predict higher inflation will dampen e…

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