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Economics

13DEC 2019

What the US-China trade deal means for global growth

At first glance, the "phase one" US-China trade deal looks to slightly exceed our expectations, suggesting modest upside to our economic growth forecasts.

2019

NOVEMBER

27NOV 2019

Markets

Our multi-asset investment views - November 2019

This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.

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.

19NOV 2019

Markets

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

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.

05NOV 2019

Markets

Institutional study: sustainable investment scepticism in sharp decline

The level of cynicism towards sustainable investments has fallen sharply, Schroders Institutional Investor Study found.