Macroeconomic Outlook 2021: 21, It Was A Very Good Year
So said Frank Sinatra, but do our experts agree that 2021 and beyond will be “good years”? In this 2021 outlook we discuss our macroeconomic forecasts for the coming couple of years
Tomorrow: Reinvented is our exclusive webinar series. This webinar series, featuring world-class speakers, addresses a wide range of themes, from COVID-19's impact on the global economy to geopolitics and ESG, while debating how they, and more, could impact you as an investor.
The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.
1271 insights found
A token price
Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.
UK plc: Coming out of COVID fighting
No nation emerged from 2020 economically unscathed, but the UK was hit harder than many, suffering the worst economic recession amongst the G7
The problem with credit indices
The UK institutional client base is reliant on fixed income securities to meet its long-term requirement for stable, long term, income-generating assets.
Bank of Japan: Assessing the outcome of its strategic review
The Bank of Japan kept the status quo at its March monetary policy meeting but the market’s attention was on its policy review
Shifting from green and Chinese equities to US and Europe
In our view, over the short term, Chinese equities offer limited potential. However, over the medium term, the twin engines of gentrification and digitalisation could prove to be strong catalysts
Why green energy is nowhere near bubble territory
Rising valuations for clean energy companies highlights the importance of fundamental analysis and a considered view
Market-based US inflation expectations have stopped climbing, in contrast with the message from businesses and consumers, contributing to a stabilization of the US bond market.
The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.
China: Decarbonizing the economy
Gauging the economic impact of China’s transition to ‘net zero’