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Economic and Strategy Viewpoint

01MAR 2019

Economic and Strategy Viewpoint - March 2019

In our latest forecast update, we cut our 2019 global growth projection again but we still think the US and world economy will avoid recession.

Economic and Strategy Viewpoint

22AUG 2018

Economic and Strategy Viewpoint

23APR 2018

2018

FEBRUARY

28FEB 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2018

This month we focus on our latest forecast updates. These include an upgrade to global growth for 2018 which could fuel higher inflation, especially in the US.

JANUARY

31JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.

2017

JULY

28JUL 2017

Economic and Strategy Viewpoint

August 2017

In this month's Viewpoint, we consider the more hawkish tone taken recently by central banks as well as examining the UK labour market and the prospects for global trade.

07JUL 2017

Global Market Perspective

Global Market Perspective Q3 2017

In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.

2016

DECEMBER

22DEC 2016

Economic and Strategy Viewpoint

January 2017

In this month's viewpoint we review 2016, which ended up being a reasonably good year for risk assets. We also look ahead to 2017 and ask how far the Trump reflation trade can go.

NOVEMBER

30NOV 2016

Economic and Strategy Viewpoint

December 2016

In the latest viewpoint, our economists upgrade their global growth forecasts for the first time in two years, predict higher inflation will dampen eurozone growth, and look at the impact US stimulus could have on emerging markets.

OCTOBER