Economic and Strategy Viewpoint
In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.
We examine whether Japanese households have taken on more risk in search of higher returns, and consider the implications for other developed markets.
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.
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.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.