Global Market Perspective
Economic and asset allocation views covering Q2 2016. This includes our global growth update, 30-year return forecasts, and our research note assessing the risk of a US recession.
Having recovered their composure after a tumultuous start to 2016, investors are now looking for a new catalyst, but what will it be and where next for markets?
An overview of markets in Q1 2016, when emerging market equities outperformed their developed counterparts, supported by hopes of political change in Brazil.
Economic and Strategy Viewpoint
In this month's Viewpoint out top economists analyse the global economy and ask whether the panic is over, and what's next? They consider Brexit risks and whether now is the right time to buy emerging markets.
We assess the potential for energy storage with lithium-ion batteries and discuss where investors are likely to find good opportunities.
With the US Federal Reserve now in gradual hiking mode, are dividend-yielding strategies still beneficial? The demographic trends in Asia, as well as globally, suggest they are.
As banks begin to signal the threat to their balance sheets of bad loans to the energy sector, we look at whether the fall in the oil price could also place dividends from the “big six” oil firms at risk.
New regulations have seen banks and money market funds change their cash management processes. Is this contributing to a squeeze in dollar-denominated funding?