Feature
Europe
After a strong 2017, the first half of this year has seen increased volatility in world markets, as monetary policy tightens and political events elicit caution. World growth is expected to remain robust, but with downward revisions for the next two years....
17 August 2018
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2 min read
Emerging markets
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
17 August 2018
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2 min read
UK
The economic recovery is long in the tooth and the rate of growth is slowing.
17 August 2018
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2 min read
Asia
Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.
15 August 2018
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2 min read
UK
In client meetings, it is usual to be asked about what we are worried about.
10 August 2018
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2 min read
Asia
Everyone likes low prices, but if I said to you the level of Japanese consumer prices are now at the same level as way back in October 1998, then correctly you would conclude something is not quite right.
10 August 2018
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2 min read
UK
The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.
10 August 2018
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2 min read
Global
Geopolitical tensions rear their head in a meaningful way at least once a year, as a number of concerns join forces to generate headlines.
10 August 2018
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2 min read
