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.
Global Market Perspective
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.
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.
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.
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.