Economics
02DEC 2019
Outlook 2020: Asian equities
Stock selection will be increasingly important in Asia in 2020, with China offering the most exciting opportunities.
Economic views
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Markets
05DEC 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.