Global Economy

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Global Market Perspective

10OCT 2019

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.

Economic and Strategy Viewpoint

01OCT 2019

2019

SEPTEMBER

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.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

07JUN 2019

Economics

Why the world economy is like a wobbly bike

The world economy increasingly resembles an unstable bicycle that can be tipped over by the slightest bump in the road.

MAY

01MAY 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2019

This month we consider the prospect of a "melt-up" in markets, as well as stockpiling in the UK and the economic difficulties facing Turkey and Argentina.

APRIL

23APR 2019

Markets

Breaking down the late-cycle market

There has been much reference to the market being 'late-cycle'. Find out what this means for investors.

01APR 2019

Economics

The Global Economy in Pictures - 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.

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.