Economic views

05APR 2019

Markets

Strong non-farm payrolls gets US job market back on track in March

US non-farm payroll gains came roaring back in March, confirming February’s weakness as a blip.

04APR 2019

Economics

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

MARCH

29MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - April 2019

In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.

25MAR 2019

Economics

Brexit goes into extra time

A critical week in parliament could lead to a change in leadership.

25MAR 2019

Thought Leadership

Savings behaviour in a low rate world: what can we learn from Japan?

We examine whether Japanese households have taken on more risk in search of higher returns, and consider the implications for other developed markets.

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

18MAR 2019

Thought Leadership

Does it matter if China gets old before it gets rich?

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth.

18MAR 2019

Economics

Infographic: A view of the world economy in March 2019

In this month's infographic, we raise our growth forecasts for 2020 but downgrade them for 2019 as we illustrate the near-term issues dragging on the economy.

18MAR 2019

Markets

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

17MAR 2019

Markets

Infographic: Inescapable truths for the decade ahead

This interactive infographic explores our inescapable investment truths.