As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market economies.
Economic and Strategy Viewpoint
Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.
Quickview: Consumption and capex the bright spots in a weaker-than-expected Japan GDP report.
While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different
Global Market Perspective
Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.
In the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.