Economics
05DEC 2018
Outlook 2019: Global equities
We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.
Interest Rates
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2018
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.
SEPTEMBER
25SEP 2018
Economics
Infographic: Why the world economy is slowing
This month's infographic explains why we expect global growth to slow.
AUGUST
14AUG 2018
Economics
Turkey trouble: what's behind it and what does it mean for emerging markets?
Our emerging markets economist shares his views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.
02AUG 2018
Economics
Brexit risk fails to deter BoE from rate hike
We think the next increase is likely to be in 2019.
JULY
20JUL 2018
Economics
BoJ to remain dovish as inflation disappoints
Quickview: Lower-than-expected inflation release means the Bank of Japan is likely to keep interest rates at lows
MAY
10MAY 2018
Economics
Bank of England pauses hikes, awaiting more clarity
The market now shares our view that the next UK rate rise will be in November.