Growth

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Equities

10DEC 2019

Outlook 2020: China equities

Why we think China’s economy will stabilise in 2020, which areas of the economy will drive growth, and where we see opportunities.

Economic and Strategy Viewpoint

29NOV 2019

2019

NOVEMBER

24NOV 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2019

This month's Viewpoint discusses the outlook for US corporate profits, the debt picture in emerging markets, and the lessons we can draw from Japan's experience of fiscal stimulus in the 1990s.

14NOV 2019

Economic Views

Disappointing Japanese growth bolsters case for rate cut

Economic growth was weaker than we expected in Q3, increasing expectations for a rate cut from the Bank of Japan

OCTOBER

23OCT 2019

Economic Views

Is the US heading for recession in 2020?

We look at what bond and labour markets are signalling about the prospects for the US economy next year.

22OCT 2019

Multi-Asset

Why sustainability cannot be ignored in defined contribution plans

ESG is no longer a fringe concern for DC plans, but far from seeing it as a potential headache, we believe the right approach can improve long-term value and may also lower risk.

18OCT 2019

Economic Views

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

02OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

02OCT 2019

Brexit

How might the UK economy react to different Brexit scenarios?

The UK’s path to Brexit remains unclear, even as the 31 October deadline approaches. We look at three scenarios and the potential economic impact of each.