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Japan’s path to normalising monetary policy
investment insights

Japan’s path to normalising monetary policy

Japan’s outlook is brightening as growth rises. With inflation also normalising, its new central bank governor faces a conundrum on the next steps for monetary policy.

 

Recessions first, then recovery
investment insights

Recessions first, then recovery

The outlook is shifting as China reopens and inflation slows, bringing new investment opportunities and more volatility. Discover our Q1 2023 investment strategy video.

Brace, brace! The US crashes through its debt ceiling, again

The breached US debt ceiling creates a very small, but potential shock, to global markets. As the US dollar slows, we remain vigilant.

 

Is persistent dollar strength over?
investment insights

Is persistent dollar strength over?

We review our major currency forecasts in light of dynamic shifts in inflation, energy prices and global growth revisions.

France’s pension reforms strike at a taboo
investment insights

France’s pension reforms strike at a taboo

French reforms aim to reduce the national debt and burden on younger generations by raising the retirement age. Are they ambitious enough? What will the economic and market impact be?

 

Inflation’s gravity check: what goes up, must come down

As inflation slows, we look at central banks’ priorities for the year ahead, and markets’ shifting focus on growth.

 

India’s promised boom
investment insights

India’s promised boom

India's economy is set to overtake Germany and Japan in the next 10 years. We look at the country’s prospects.

 

Turning the page on 2022
investment insights

Turning the page on 2022

As an exercise in improving our portfolio construction for clients, we offer a review of how our expectations played out over 2022.

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