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Outlook

03 December 2019

Investment Strategy

Cautious optimism on global growth may finally be the catalyst for some US dollar weakness in 2020.

Outlook

03 December 2019

Emerging Markets – tomorrow is another day

Growth has been weak in 2019, hurt by the US/China trade war and a series of idiosyncratic issues for countries such as India, Brazil, Mexico, Argentina and South Africa. We expect some rebound in 20 ...

Outlook

03 December 2019

UK – Life after Brexit

Growth in 2020 will reflect a trade-off between economic uncertainties and degrees of fiscal easing in a range of scenarios.

Outlook

03 December 2019

Japan – The land of the rising sun… and falling growth

Japan is likely to face an economic downturn in 2020, impacted by both sluggish external demand and negative pressure from this year’s sales tax hike.

Outlook

03 December 2019

China – Entering sub-6% growth amidst trade truce

A structural slowdown will take the Chinese economy into a new chapter of sub-6% growth, starting in 2020

Outlook

03 December 2019

U.S. – Dropping below stall speed

Uncertainty over trade policy and the 2020 Presidential Elections are key unknowns in determining the US outlook for the coming years.

Outlook

03 December 2019

Eurozone - If only countries could give themselves a leg up

Euro area growth should continue to slow in 2020 as spillovers to the broader economy outweigh any globally- driven improvement in manufacturing and trade.

Outlook

03 December 2019

Investment outlook – 2020: Approach with cautious optimism

Monetary policy and other policy initiatives have likely decreased the chances of developed economies stalling in 2020

Outlook

03 December 2019

Stalling as the traffic light turns green(ish)

Fears of a 2019 global recession have abated as major macro risks have started fading. However, for 2020 we think actual GDP growth is unlikely to be able to exceed potential in the key economic regi ...