Talking points
03SEP 2019
Investors grow nervous
Review & Outlook October 2019: While manufacturing is weak, other areas of economic activity are faring better, and recession is not expected in 2020
Dialogue
Highlight
2019
AUGUST
20AUG 2019
Talking points
Me and my passion: Jasper Smith
In the first of a series of interviews with individuals who are pursuing a passion away from their professional background, we talk to technology entrepreneur Jasper Smith about sailing, boat building and saving the world’s oceans
07AUG 2019
Economic & Strategy Viewpoint
America: still one of the most desirable countries in which to own a home
For many global buyers, US property represents a safe haven investment – with multiple other advantages
JULY
25JUL 2019
Economics
The longest US expansion on record: when will it end?
The US economy and stock market have delivered record-breaking sustained growth. Veteran investor Howard Marks discusses his theory of cycles and what he believes lies ahead
25JUL 2019
Economics
Goodbye to banking – as we know it
FinTech is transforming banking in developed markets like the UK, US and Europe – but its effects in the developing markets of Asia and Africa are likely to be even more radical
18JUL 2019
Economics
Lower for longer: finding the long-term "natural" rate of interest
For years commentators have wrongly predicted a return to higher rates of interest. Now, as central banks switch back into a rate-cutting mode, there is a wider expectation that rates will remain low for the long-term
03JUL 2019
Markets
Growth more fragile, valuations no longer cheap
How we are positioning portfolios in the face of persistent political risk and slowing global growth
03JUL 2019
Markets
Technology - the front line in a new "cold war"?
Tensions between the US and China are not just about trade. Washington’s real fear is China’s rising influence in global technology
