Keith Wade

Chief Economist & Strategist

Highlight

Economics

07JUN 2019

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.

Economics

05JUN 2019

2019

MAY

02MAY 2019

Economics

Watching and waiting: Fed in neutral

The Fed’s next move is likely to be a rate cut, but not until next year

APRIL

10APR 2019

Economics

The coming squeeze on US profits

We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.

MARCH

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

18MAR 2019

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

17MAR 2019

Economics

Infographic: Inescapable truths for the decade ahead

This interactive infographic explores our inescapable investment truths.

JANUARY

31JAN 2019

Economics

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

23JAN 2019

Economics

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.