TalkingPoint

Economic Views

19OCT 2018

China’s growth surprise is just the start

Economic Views

19OCT 2018

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese gr…

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Market Views: Equities

17OCT 2018

Climate dashboard points to 4°C rise despite healthy increase in carbon prices

Market Views: Equities

17OCT 2018

Climate dashboard points to 4°C rise despite healthy increase in carbon prices

The latest update to our Climate Progress Dashboard implies the current pace of change - across the measures we track - will lead to long-run tempera…

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Market Views: Fixed Income

28SEP 2018

Troubled Argentina turns a corner

Market Views: Fixed Income

28SEP 2018

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.

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Market Views: Multi-Asset

10OCT 2018

Politics and portfolios: how investors are adapting to a new normal

Market Views: Multi-Asset

10OCT 2018

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

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Economic and Strategy Viewpoint

03OCT 2018

Economic and Strategy Viewpoint - October 2018

Economic and Strategy Viewpoint

03OCT 2018

Economic and Strategy Viewpoint - October 2018

The trade war between the US and China has escalated, and we expect the dispute to drag out. We assess the impact for the global economy.

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