In this month's Viewpoint:
Global recovery to shrug off bad weather.
Europe: Deflation fears to trigger ECB action.
BRICs: Central banks must be cruel to be kind.
Views at a glance.
The impact of rising commodity prices, as a result of events in Ukraine, could have a knock-on effect on market sentiment and economic growth.
What effect will the third revolution have on the world economy?
Robert Farago outlines our investment conclusions in response to Dani Rodrik’s analysis of the future of globalization.