Chief Economist & Strategist
Markets
09SEP 2019
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.
Economics
04SEP 2019
Economic and Strategy Viewpoint
23AUG 2019
05AUG 2019
Economics
With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.
31JUL 2019
Economic and Strategy Viewpoint
This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.
11JUL 2019
Global Market Perspective
Our latest economic and asset allocation views include a note on US monetary policy as well as our views on rising geopolitical risk and the possibility of a US recession.
11JUL 2019
Economics
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.
28JUN 2019
Economic and Strategy Viewpoint
In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.
20JUN 2019
Economics
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.
07JUN 2019
Economics
The world economy increasingly resembles an unstable bicycle that can be tipped over by the slightest bump in the road.
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