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.
1275 insights found
April Global Macro Monthly - Inflation to rise, but how fast and for how long?
Virus and vaccines continue to drive growth outlooks. China saw a slower first quarter, but we raise our annual outlook.
April Op-Ed - The return of inflation is a US story
Inflation expectations in the US non-financial sectors continue to rise. However, we think a post-covid inflation regime change is not obvious, and if it materialised would remain limited to the US
The advantages of flexibility in fixed income
The past year has certainly shown the advantages of flexibility in fixed income.
Going for the green diagonal
We look at an understated aspect of the US administration’s “green conversion”, the role of the federal regulatory agencies, in the context of the US attempt to assert global leadership in the fight ...
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