Economic Views

17FEB 2017

The story of the global economy in February 2017

Economic Views

17FEB 2017

The story of the global economy in February 2017

In this month's economic infographic we illustrate the threat to global growth posed by rising inflation and Trump's "America first" policies, as wel…

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Market Views: Equities

14FEB 2017

Abe-Trump meeting positive for Japan

Market Views: Equities

14FEB 2017

Abe-Trump meeting positive for Japan

The meeting between the Japanese and US leaders was more amicable than many expected, leaving the serious battles to be fought another day.

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Market Views: Fixed Income

14FEB 2017

Corporate bond funds are not the worry as QE era ends

Market Views: Fixed Income

14FEB 2017

Corporate bond funds are not the worry as QE era ends

The focus of regulators should instead be on clearing houses and ETFs whose influence has swelled.

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Market Views: Multi-Asset

15FEB 2017

Trump and the global economy: the good, the bad and the ugly

Market Views: Multi-Asset

15FEB 2017

Trump and the global economy: the good, the bad and the ugly

If President Trump succeeds in eliminating the US trade deficit it would be positive for US growth, but could have concerning consequences for the gl…

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Economic and Strategy Viewpoint

05JAN 2017

Economic and Strategy Viewpoint - January 2017

Economic and Strategy Viewpoint

05JAN 2017

Economic and Strategy Viewpoint - January 2017

In this month's viewpoint we review 2016, which ended up being a reasonably good year for risk assets. We also look ahead to 2017 and ask how far the…

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