Global quarterly outlook:

low rates, pro-risk

Global quarterly outlook: low rates, pro-risk

Global quarterly outlook: low rates, pro-risk

In this update to our outlook, we share our views on macroeconomic themes and how we see the investment landscape evolving.

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Dovish Fed pivot to keep rates low

Dovish Fed pivot to keep rates low

The US central bank has changed its stance significantly, cementing the case for a low real and nominal interest rate environment.  The change should divert previous headwinds for emerging market assets.

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Chinese economy stabilises amid stimulus

Chinese economy stabilises amid stimulus

Chinese indicators are showing signs of stabilising amid the latest bout of fiscal stimulus. Developments in the US-China trade negotiations will be key.

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Global Outlook 2019

Global Outlook 2019

Our yearly outlook for 2019 expected a ‘No Recession Yet Tricky year.’

 

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