Chief Economist & Strategist
A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?
We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.
Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.
In his Congress appearance, Federal Reserve (Fed) chair Jerome Powell set the stage for a US rate cut later this month. We expect more to come this year.
Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to restore corporate confidence and spending may depend as much on the president as the Fed.