Inflation

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Economics

06SEP 2019

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

2019

JULY

02JUL 2019

Markets

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

MARCH

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

13MAR 2019

Economics

Emerging markets forecast update: oil on troubled waters

We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.

FEBRUARY

27FEB 2019

Markets

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

07FEB 2019

Economics

Bank of England downgrades growth forecast as Brexit hits sentiment

Upside risks remain if an orderly Brexit is achieved, paving the way for an interest rate rise.

07FEB 2019

Economics

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

JANUARY

29JAN 2019

Markets

Perspective: the prospects for Indian assets in 2019

Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.