Inflation

Highlight

Economics

21MAR 2019

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

2019

FEBRUARY

27FEB 2019

Economics

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

07FEB 2019

Economics

Bank of England downgrades growth forecast as Brexit hits sentiment

Upside risks remain if an orderly Brexit is achieved, paving the way for an interest rate rise.

07FEB 2019

Economics

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

2018

DECEMBER

05DEC 2018

Economics

Outlook 2019: Global bonds

The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.

05DEC 2018

Economics

Outlook 2019: Global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

OCTOBER

12OCT 2018

Economics

Tough week for markets amid worries over rising interest rates

Yesterday’s softer US inflation reading has helped to settle stock markets but we still expect further rate increases and trade tensions to remain a concern.

05OCT 2018

Economics

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.