Growth

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Economics

09AUG 2019

Two challenges remain for Bank of Japan despite stronger-than-expected GDP

Second quarter GDP growth shows improved domestic demand but further easing measures from the central bank look likely.

2019

JULY

31JUL 2019

Economics

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.

15JUL 2019

Economics

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.

10JUL 2019

Economics

Tough times for the UK may force rate cut

Brexit uncertainty is hampering growth, which may force the Bank of England to cut interest rates.

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.

24JUN 2019

Markets

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.

MAY

30MAY 2019

Economics

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

15MAY 2019

Economics

Germany returns to growth

Domestic demand remains solid as the international outlook darkens.