Keith Wade

Chief Economist & Strategist

Highlight

Markets

09SEP 2019

Measuring the market impact of geopolitics

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.

Economic and Strategy Viewpoint

23AUG 2019

2019

AUGUST

05AUG 2019

Economics

Has Trump misjudged China?

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.

JULY

31JUL 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2019

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

Global Market Perspective - Q3 2019

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

Powell tees up a US rate cut

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.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

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

Fed holds fire, but July rate cut likely

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

Why the world economy is like a wobbly bike

The world economy increasingly resembles an unstable bicycle that can be tipped over by the slightest bump in the road.