2016 US Presidential Election

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Economics

26JUN 2017

Where next for the global economy?

Keith Wade gives a mid-year overview of the global economic outlook. Topics include fading political risk in the eurozone, challenges posed by Brexit, prospects for the “Trump trade” and a discussion of current low market volatility.

2017

APRIL

27APR 2017

Markets

Trump’s first 100 days: how markets have performed

Has the “Trump bump” come to an end? We set out the performance of stockmarkets, currencies and bonds.

12APR 2017

Global Market Perspective

Q2 2017

Economic and asset allocation views covering Q2 2017. In this edition we look at the impact of populism on markets, discuss our 30-year return forecasts and ask whether the US economy has become less dynamic.

MARCH

01MAR 2017

Economics

Focus turns to the Fed after few policy clues from Trump

Trump’s address to Congress was light on detail but his job creation plans pose inflationary risk, and Fed officials are already taking a more hawkish tone.

FEBRUARY

24FEB 2017

Markets

What will drive UK equities this year?

In his latest overview of UK equities, David Docherty discusses the issues likely to affect the stockmarket this year, including Brexit, US and European politics, and China.

23FEB 2017

Markets

What next for inflation?

We explain why inflation is on the rise and look at the situation in the US, UK, Europe and China

14FEB 2017

Markets

Abe-Trump meeting positive for Japan

The meeting between the Japanese and US leaders was more amicable than many expected, leaving the serious battles to be fought another day.

03FEB 2017

Markets

Letter from America - part four: What will Trump's trade and defence policies mean for markets?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration. In part four of his findings, he examines Trump’s stance on trade and defence, and the implications for the wider world.