It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point...

Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of...

Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.

‘Just transition’ is the name given to an emerging concept taking into account the social impact on these workers and communities of transitioning to a low-carbon economy.

The European Commission estimates the transition to a “low CO2” economic model would entail an investment effort of around 1.5% of GDP annually until 2030. This calls for creating a new long-term...

Demonstrating the value of robustly integrating environmental, social and governance (ESG) factors into investing is critical to the success and credibility of responsible investment.

Financing the fight against climate change needs to shift up a gear and evolve. Since the introduction of green bonds, capital markets have made great strides in recent years to ensure that...

Good news on two major headwinds which defined 2019: trade war, and Brexit.

Growth has been weak in 2019, hurt by the US/China trade war and a series of idiosyncratic issues for countries such as India, Brazil, Mexico, Argentina and South Africa. We expect some rebound in...

Uncertainty over trade policy and the 2020 Presidential Elections are key unknowns in determining the US outlook for the coming years.

Fears of a 2019 global recession have abated as major macro risks have started fading. However, for 2020 we think actual GDP growth is unlikely to be able to exceed potential in the key economic...

Monetary policy and other policy initiatives have likely decreased the chances of developed economies stalling in 2020

Euro area growth should continue to slow in 2020 as spillovers to the broader economy outweigh any globally- driven improvement in manufacturing and trade.

A structural slowdown will take the Chinese economy into a new chapter of sub-6% growth, starting in 2020

Following a disappointing 2018, we expect Eurozone economic growth to drop further in 2019 and 2020.

Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy...

The consensus expectation is for flat line growth in the major economies. Investor expectation is that, short term, things get better.

The UK outlook under a renewed Tory government