View from the Global Strategist

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View from the Global Strategist
Thanks to central banks’ coordinated efforts, the global economy has not only recovered from the financial crisis, but enjoyed a good run of solid growth and low inflation. Take a closer look at this “Goldilocks moment” for insights into the cast of characters at play – and the surprises that may be in store.
08/06/2018
View from the Global Strategist
This year’s mid-way point coincides with the 2018 World Cup, and Neil Dwane’s mid-year outlook assesses the world’s economic performance through a sporting lens. Global trade is the key, and it could be swayed by US protectionism, China’s rebalancing, Brexit negotiations and clashes in the Middle East.
08/06/2018
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
View from the Global Strategist
To move past the financial crisis of the 1990s, Asian economies made a host of important structural changes – and Asian fixed income stands ready is positioned to benefit. Not only is there growing demand for Asian bonds from Asian investors, but outside investors are looking to the asset class – particularly sovereign debt – for its potential to enhance returns and reduce risk.
20/03/2018
View from the Global Strategist
In this Lunar New Year, the stars seem to be aligning for China. President Xi is providing steady leadership, “One Belt, One Road” is spurring massive regional investments, China’s R&D spend could soon overtake the US and A-shares will be added to MSCI’s emerging-market index in May.
12/02/2018
View from the Global Strategist
Our strategists, economists and portfolio managers recently convened in Hong Kong to reflect on the state of the global economy today – and its direction over the next 3-5 years. The gradual tightening of monetary policy could bring a return of volatility, especially in developed markets, but Asia in general and China in particular are bright spots.
26/01/2018
View from the Global Strategist
FANG stocks have added fuel to a booming stock market, but has their success distracted investors from the need to drive growth across the global economy? Perhaps this New Year is the perfect time to encourage boardrooms to renew their focus on proper long-term investment and real R&D.
29/12/2017
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