Global

MAY

31MAY 2016

Economic and Strategy Viewpoint

June 2016

In this month's Viewpoint we present our forecast updates, including a discussion on rising political risks and signs that 2017 may see an improvement for emerging markets.

APRIL

29APR 2016

Economic and Strategy Viewpoint

May 2016

In this month's Viewpoint we discuss the options available to policymakers in a world of low growth, the consequences of negative interest rates and emerging market reform progress.

08APR 2016

Global Market Perspective

Q2 2016

Economic and asset allocation views covering Q2 2016. This includes our global growth update, 30-year return forecasts, and our research note assessing the risk of a US recession.

MARCH

01APR 2016

Economic and Strategy Viewpoint

April 2016

In this month's Viewpoint out top economists analyse the global economy and ask whether the panic is over, and what's next? They consider Brexit risks and whether now is the right time to buy emerging markets.

JANUARY

29JAN 2016

Economic and Strategy Viewpoint

February 2016

In this month's viewpoint our economists discuss whether it is time to hit the panic button, the sterling's slide as political risk comes into focus and China concerns impacting emerging markets.

11JAN 2016

Global Market Perspective

Q1 2016

Economic and asset allocation views covering Q1 2016. This includes our 2015 review, three strategy questions for 2016 and a research note on the Federal Reserve's (Fed) rate hike.

2015

DECEMBER

22DEC 2015

Economic and Strategy Viewpoint

January 2016

In this month's Economic viewpoint our economists review the major developments that impacted markets in 2015 including China growth, Federal Reserve rate speculation and geopolitical pressures, as well as previewing what investors can expect in 2016.

07DEC 2015

Real Estate Insights

Outlook 2016: Global Real Estate Securities

The potential for higher interest rates in 2016 is unsettling some investors, but we believe the right real estate securities are supported by a number of other factors.

01DEC 2015

Economic and Strategy Viewpoint

December 2015

In this month's Viewpoint our economists cut their global and European growth forecasts for 2016, examine the uneven recovery in emerging markets and look at what the risks are to the world economy.