Insights Hub
21 insights found
29 November 2018
UK 2019 outlook
The UK’s economic outlook is materially dependent on how the country leaves the European Union
29 November 2018
2019 Investment strategy
The QE tide is reversing, putting downward pressure on asset prices and upward pressure on correlations
29 November 2018
Japan 2019 outlook
We expect the BoJ to stick to the Yield Curve Control framework made more permanent last July.
29 November 2018
US 2019 outlook
On balance, we expect the US to avoid recession in both 2019 and 2020, but the risks are rising in 2020.
27 November 2018
Emerging markets 2019 outlook
The economic outlook remains fragile, due to numerous ‘unknowns’ e.g. external global factors could significantly affect emerging markets’ trajectory
27 November 2018
China 2019 outlook
Beijing is under pressure to steer policy towards growth preservation.
27 November 2018
2019 outlook - Executive summary
As the end of 2018 comes into sight, we take a step back in this Monthly Investment Strategy to present our views for 2019.
27 November 2018
Eurozone 2019 outlook
Following a disappointing 2018, we expect Eurozone economic growth to drop further in 2019 and 2020.
19 January 2018
2018 EMU outlook: Fastest growth in ten years
Buoyant economy, modest inflation: an opportunity to address structural weaknesses or an excuse for political procrastination?
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