Economics

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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.

2019

OCTOBER

01OCT 2019

Economics

How will today's consumption tax rise affect Japan's economy?

In a weak global environment, the tax increase underlines Japan’s long-term fiscal challenges.

01OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

01OCT 2019

Economics

Infographic: A snapshot of the world economy in September 2019

In this month's infographic we look at how trade wars are affecting global growth prospects.

SEPTEMBER

30SEP 2019

Economics

How do presidential impeachments affect markets?

As US President Donald Trump faces fresh impeachment calls, we look at whether such inquiries in the past have moved markets.

19SEP 2019

Economics

Japan prepares for kick-off (of monetary easing)

Ahead of the start of the Rugby World Cup in Japan tomorrow, the country’s central bank opted to stay on the touchline following its developed market peers’ recent easing moves.

12SEP 2019

Economics

Draghi's goodbye gift: QE until 2026?

At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.

09SEP 2019

Markets

Measuring the market impact of geopolitics

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.