Economic views

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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

02OCT 2019

Brexit

How might the UK economy react to different Brexit scenarios?

The UK’s path to Brexit remains unclear, even as the 31 October deadline approaches. We look at three scenarios and the potential economic impact of each.

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.

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.

19SEP 2019

Markets

What market returns might investors expect over the next ten years?

Investors with high hopes might be disappointed with our forecast market returns over the next decade.

16SEP 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.