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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.

Economics

05DEC 2018

Economics

05DEC 2018

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.