Economic and Strategy Viewpoint

15FEB 2018

Infographic: A view of the global economy in February 2018

In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.



09FEB 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.


30JAN 2018


The eurozone economic boom continues

Quickview: How long can the European Central Bank maintain its extraordinarily loose monetary policy?

26JAN 2018


US economy maintains momentum as domestic spending shines through

Quickview: Latest US growth data is robust, but distorted by effects of post-hurricane spending.

24JAN 2018


Why three is the magic number for this year

In the monthly round-up of our asset allocation views, we discuss the three factors which will determine whether the reflationary environment continues.

05JAN 2018


Latin America focus: can politics boost the growth outlook in 2018?

We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.

03JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2018

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.



19DEC 2017


Are markets too complacent about the US economy?

The current US economic expansion ranks as the third longest on record and markets seem content to assume it will continue indefinitely. We see scope for growing inflationary forces to surprise markets and precipitate disruption.