Keith Wade

Chief Economist & Strategist

Highlight

Economics

07NOV 2019

Bank of England takes dovish turn, but for how long?

While two members vote to cut interest rates, recent developments suggest the prospect of this happening are fading.

Economics

31OCT 2019

2019

OCTOBER

16OCT 2019

Economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

14OCT 2019

Economics

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

10OCT 2019

Global Market Perspective

Global Market Perspective - Q4 2019

Our latest economic and asset allocation views include a discussion about the ongoing trade war and its implications for gold.

01OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

SEPTEMBER

09SEP 2019

Thought Leadership

Measuring the market impact of geopolitics

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.

04SEP 2019

Economics

How trade wars are rocking the wobbly world economy

Following the latest escalation of tensions, we are downgrading our forecasts for growth.

AUGUST

23AUG 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2019

In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.