Global Market Perspective
Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.
We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.
Economic and Strategy Viewpoint
We review what happened in markets and the global economy in 2017, when political risk failed to stifle asset price exuberance. We also highlight our themes for 2018.
Challenges faced by traditional assets classes mean that interest in private asset investments, such as infrastructure debt, is rising. But how does it work?
The UK stockmarket hit all-time highs in 2017 underpinned by record dividend payments and monetary stimulus, but what does 2018 hold in store?