Global Outlook

January 2017

January 2017

The January edition considers:

  • The policy choices facing US President-elect Donald Trump
  • The outlook for inflation in the wake of Brexit and the US elections
  • The pros and cons of currency carry trades and how they might perform in 2017
  • What drives the success of Germany's medium-sized, or 'Mittelstand', companies
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December 2016

December 2016

The December edition considers:

  • Where we are in the global economic cycle and what this means for markets going into 2017
  • An update of our emerging market (EM) heat map and what it tells us about EM country risk
  • How our multi-asset portfolios are positioned to take advantage of increased inflation expectations
  • The robust performance of European high yield debt in a year of political upheaval
  • The changing landscape of the values-based investing marketplace
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November 2016

November 2016

The November edition considers:

  • The role fiscal policy can play now that monetary policy is stretched
  • In a world of low growth, how economic and political cycles can influence returns
  • The benefits and downsides of lower bond yields
  • Selective opportunities in emerging market equities
  • The outlook for Japanese real estate
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