Economic views

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Markets

05DEC 2019

Outlook 2020: Asian equities

Stock selection will be increasingly important in Asia in 2020, with China offering the most exciting opportunities.

Economics

02DEC 2019

Economic and Strategy Viewpoint

29NOV 2019

2019

NOVEMBER

20NOV 2019

Economics

Infographic: A snapshot of the world economy in November 2019

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

14NOV 2019

Economics

Disappointing Japanese growth bolsters case for rate cut

Economic growth was weaker than we expected in Q3, increasing expectations for a rate cut from the Bank of Japan

11NOV 2019

Economics

UK economy rebounds to avoid recession

Unless the economy improves and a smooth Brexit is achieved, interest rates may be lowered.

07NOV 2019

Economics

Bank of England takes dovish turn, but for how long?

While two members vote to cut interest rates, recent developments suggest the prospect of this happening are fading.

OCTOBER

31OCT 2019

Economics

Eurozone economy defies pessimists

Latest GDP data shows that France has helped the eurozone economy outperform the more pessimistic consensus forecasts. Whether Germany is in recession remains to be seen.

31OCT 2019

Economics

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

31OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2019

This month's Viewpoint discusses the outlook for US corporate profits, the debt picture in emerging markets, and the lessons we can draw from Japan's experience of fiscal stimulus in the 1990s.