Japan

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Economics

10AUG 2018

Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade

2018

JUNE

19JUN 2018

Economics

Trade tensions - the US ups the ante

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.

MAY

04MAY 2018

Markets

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

02MAY 2018

Economics

Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.

APRIL

23APR 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

FEBRUARY

14FEB 2018

Economics

Japanese growth moderates, but eighth consecutive quarter of positive GDP growth confirmed

Quickview: Consumption and capex the bright spots in a weaker-than-expected Japan GDP report.

05FEB 2018

Markets

What has driven stockmarket returns and what will drive them in future?

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

JANUARY

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

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.