187 insights found
22 January 2020
January Investment Strategy - Reining in animal spirits
The world economy is breathing better but is not ready for a sprint.
16 January 2020
Bank of England signals January rate cut
• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.
15 January 2020
US-China: A silver lining in a strained relationship
A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...
17 December 2019
December Investment Strategy - It is getting (a bit) clearer
Good news on two major headwinds which defined 2019: trade war, and Brexit.
13 December 2019
Johnson wins UK General Election - Brexit and the cost of election promises
The UK outlook under a renewed Tory government
06 December 2019
Lebanon in the eye of the storm
Lebanon is experiencing its largest street protests since the end of the civil war. The country is struggling with economic stagnation, and its fractious and corrupted political system has failed to ...
29 November 2019
Latin America’s socio-economic turmoil follows the region’s structural decline
Latin America struggles. Since the end of the commodity fuelled economic boom six years ago, economic stagnation has settled in the region.
25 November 2019
Fragile 20-20 vision
An interim trade deal between the US and China should ease global trade winds. Combined with stimulus enacted over a range of economies, we expect a stabilisation and modest rebound in global activit ...
19 November 2019
A European Climate Emergency Fund
The European Commission estimates the transition to a “low CO2” economic model would entail an investment effort of around 1.5% of GDP annually until 2030. This calls for creating a new long-term fun ...