Insights

Investment Themes and Strategy
US Investment Strategist Mona Mahajan takes a closer look at the three factors likely to shape the US economy through the rest of 2018: trade tensions, midterm elections and the Fed’s road to normalization. Read what she also thinks may help power client portfolios.
19/07/2018
View from the Global Strategist
As President Donald Trump ramps up the trade wars and retaliatory measures spread, investors are entering an unknown landscape – and no one knows what the US will do next. Yet given that trade makes up more than one-third of global GDP, it’s critical to assess what we do and don’t know about how the status quo could change.
18/07/2018
View from the Global Strategist
Wealth and income inequality are pressing global issues, affecting the quality of life for countless people, suppressing economic growth, stretching governments’ capabilities and destabilising social systems. The good news? Politicians, corporations and investors can all do their part to enact change.
03/07/2018
View from the Global Strategist
The ability to separate the insight from the noise – the real news from the fake – is an increasingly critical one, particularly for investors. These books show us how to question prevailing narratives and take a fresh look at the world around us.
26/06/2018
View from the Global Strategist
The recent political turmoil in Italy has thrown a renewed spotlight on the challenges facing the country. Despite signs of improvement in its economic situation, helped by a stronger global economy and firming domestic demand, several factors weigh heavily on the outlook for Italy – including wider euro-zone uncertainty and the drop-off in cyclical growth momentum globally. Navigating these issues will be top of the agenda for the country’s next government.
31/05/2018
View from the Global Strategist
The tech stocks that fuelled the last bull market have seen their share prices plummet as an onslaught of bad headlines takes its toll. More regulation and taxation are almost certainly on the horizon amid growing concerns about privacy, governance and profitability.
10/04/2018
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