We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
What would a Conservative government mean for sterling?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
What investors should consider
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
EURUSD should be rangebound
As we compiled the 2018 edition of our Long-Term Capital Market Assumptions, the world economy has enjoying its best period of synchronized growth in more than a decade.