Global Economy

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Economic and Strategy Viewpoint

31ОКТ 2019

Economic and Strategy Viewpoint - November 2019

This month's Viewpoint discusses the outlook for US corporate profits, the debt picture in emerging markets, and the lessons we can draw from Japan's experience of fiscal stimulus in the 1990s.

Global Market Perspective

10ОКТ 2019

Economic and Strategy Viewpoint

01ОКТ 2019

2019

СЕПТЕМВРИ

09СЕП 2019

Thought Leadership

Measuring the market impact of geopolitics

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.

04СЕП 2019

Economics

How trade wars are rocking the wobbly world economy

Following the latest escalation of tensions, we are downgrading our forecasts for growth.

АВГУСТ

23АВГ 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2019

In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.

ЮНИ

28ЮНИ 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

07ЮНИ 2019

Economics

Why the world economy is like a wobbly bike

The world economy increasingly resembles an unstable bicycle that can be tipped over by the slightest bump in the road.

МАЙ

31МАЙ 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - June 2019

This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.

30МАЙ 2019

Economics

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.