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Economics

19JUN 2017

The story of the global economy in pictures - June 2017

In this month's infographic we look at the factors keeping global growth for 2017 on the right track and the risks that could derail it.

2017

JUNE

13JUN 2017

Watch/Listen

60 seconds on investing in "brain cluster" cities

Seattle is a prime example of the type of city our real estate investment team favours. This video explains why.

02JUN 2017

Economics

Soft US payrolls, but rates still expected to rise in June

Any additional rate hikes later this year will be dependent on growth and wages accelerating.

MAY

15MAY 2017

Markets

Investors should prepare for liquidity inflection point

Fixed income investors will need to be opportunistic as periods of volatility are set to increase.

04MAY 2017

Markets

Should investors take notice of the slowdown in bank lending?

We ask if the recent US bank lending slowdown is just a blip, or the start of something more sinister.

03MAY 2017

Economics

TalkingEconomics: Has the dollar turned?

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).

APRIL

26APR 2017

Markets

How the Fed's balance sheet adds to its policy toolkit

The Federal Reserve (Fed) will seek to gradually remove its accommodative policies, not tighten to the point it slows growth. At least not yet. An expanded toolkit should help it find the right balance.

25APR 2017

Economics

The case for ending negative rates early

Reversing negative interest rates would correct a policy mistake.