TalkingPoint

Economic Views

11DEC 2018

How the Brexit delay has moved markets – and what it means for the economy

Economic Views

11DEC 2018

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.

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Market Views: Equities

14DEC 2018

Outlook 2019: Emerging markets equities

Market Views: Equities

14DEC 2018

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations a…

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Market Views: Fixed Income

14DEC 2018

Outlooks 2019: Emerging markets debt relative

Market Views: Fixed Income

14DEC 2018

Outlooks 2019: Emerging markets debt relative

Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additio…

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Market Views: Multi-Asset

12DEC 2018

Outlook 2019: Multi-asset

Market Views: Multi-Asset

12DEC 2018

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

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Economic and Strategy Viewpoint

05DEC 2018

Economic and Strategy Viewpoint - December 2018

Economic and Strategy Viewpoint

05DEC 2018

Economic and Strategy Viewpoint - December 2018

In our latest update to our growth forecasts, we explain why we've downgraded global growth for 2019.

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