insights.

Silent tapering
investment insights

Silent tapering

In Japan, the steady uptrend in wages and rebound in activity will ease concerns surrounding negative 1st quarter GDP growth; despite its dovish talk, the Bank of Japan is engaged in a “silent tapering”. 

corporate

The Future of Work

Some of the predictions for how working life will change in the 21st century are stark. That has sparked much hand-wringing about how humans will adapt, how economies will evolve, and how investors might benefit.

investment insights

No sustained downturn

The Eurozone economy has taken a breather, but the softness recorded year-to-date does not herald a sustained downturn and the central bank has committed to remaining accommodative for longer. 

As good as it gets
investment insights

As good as it gets

Leading indicators are not pointing to a US recession anytime soon – particularly since the Federal Reserve has no reason to speed-up its policy tightening.

Reflecting on trade tensions
investment insights

Reflecting on trade tensions

We continue to assume that trade tensions will remain contained but must recognise that the prospect of a trade war has become a risk warranting serious consideration.

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