Global Market Perspective

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Global Market Perspective

10OCT 2019

Global Market Perspective - Q4 2019

Our latest economic and asset allocation views include a discussion about the ongoing trade war and its implications for gold.

Global Market Perspective

08APR 2019

Global Market Perspective

09JAN 2019

2018

OCTOBER

08OCT 2018

Global Market Perspective

Global Market Perspective - Q4 2018

The intensifying trade wars, Italy's debt dynamics and the US yield curve are among the topics we discuss in our latest economic and asset allocation views.

JULY

09JUL 2018

Global Market Perspective

Global Market Perspective - Q3 2018

How a stronger dollar would affect global growth and why we are more cautious on equities; these are two of the topics we tackle in this quarter's economic and asset allocation views.

APRIL

06APR 2018

Global Market Perspective

Global Market Perspective Q2 2018

In this quarter's economic and asset allocation views, we discuss the escalating trade dispute between the US and China as well as examining the factors likely to influence US Treasury yields in the next two years.

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.

2017

OCTOBER

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.

JULY

07JUL 2017

Global Market Perspective

Global Market Perspective Q3 2017

In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.