View from the Global Strategist

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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
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
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