Economics & strategy

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Strategy & economics

19JUL 2019

Janet Mui: weekly economic update 19 July

Chinese growth slowed in the second quarter, but there are signs that stimulus measures may be starting to help. US data, by contrast, suggests that for now the economy remains strong.

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Strategy & economics

12JUL 2019

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2019

JULY

11JUL 2019

Strategy & economics

Janet Mui: weekly economic update 11 July

The US Federal Reserve now looks likely to cut interest rates later this month. In the UK, activity remains subdued.

09JUL 2019

Strategy & economics

Janet Mui: 2019 second quarter update

Central banks are becoming more supportive as trade tensions persist and global growth continues to slow.

09JUL 2019

Strategy & economics

Caspar Rock: 2019 second quarter update

After a period of strong market performance, "few assets could be described as cheap". Looking ahead, US-China trade conflict remains a key risk

08JUL 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead on 8 July

This week we’re looking forward to corporate outlooks for the full year, and on Thursday markets will be scrutinising Federal Reserve Governor Jerome Powell’s biannual report

05JUL 2019

Strategy & economics

Janet Mui: weekly economic update 5 July

Friday's unexpectedly strong US job data raises questions about when – rather than if – the Fed will make the first cut to rates

03JUL 2019

Strategy & economics

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

03JUL 2019

Asset allocation

Growth more fragile, valuations no longer cheap

How we are positioning portfolios in the face of persistent political risk and slowing global growth

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Robert Ridland

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Jason Huang

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