Federal Reserve

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.

03JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2018

We review what happened in markets and the global economy in 2017, when political risk failed to stifle asset price exuberance. We also highlight our themes for 2018.

2017

DECEMBER

14DEC 2017

Economics

A dovish hike from the Federal Reserve

Quickview: The US central bank revised up its growth forecasts but concerns over subdued inflation still linger.

13DEC 2017

Markets

Outlook 2018: Global high yield

Solid credit fundamentals, a moderate uptick in global economic growth with limited inflationary pressure and a favourable supply-demand balance all point to another good year for high yield bonds.

12DEC 2017

Markets

Outlook 2018: US multi-sector fixed income

In today’s challenging market environment, we believe investors will need three attributes: realism, patience and flexibility.

08DEC 2017

Economics

Fed still on course for December hike after jobs report

Quickview: The latest US non-farm payrolls show robust jobs growth although wage growth remains subdued.

07DEC 2017

Markets

Outlook 2018: Asian ex Japan equities

A supportive global backdrop for Asian stocks means broader secular trends will continue to play out in 2018.

06DEC 2017

Markets

Outlook 2018: Global bonds

Will 2018 be another year in bond nirvana or are the storm clouds set to upset bondholder stupor?

06DEC 2017

Markets

Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.

01DEC 2017

Economics

Outlook 2018: Global economy

In the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.