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Macroeconomics & Risk

  • March 15, 2019
    Macro Watch
    Silvia Dall’Angelo
    Fed meeting in focus; May calls a third Brexit vote ahead of EU summit
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  • February 19, 2019
    The inflation story: 2019 and beyond
    In this issue of Ahead of the Curve, we assess the prospects for inflation in the US and the eurozone.
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  • February 15, 2019
    Despite a correction, emerging markets are the correct place to be
    Saker Nusseibeh
    This year, US and Asian markets have so far bounced back – but that is where the similarity ends.
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  • January 21, 2019
    Emerging-market economies: a brighter outlook for 2019?
    Emerging-market economies experienced a year of tumult in 2018 amid less accommodative global financial conditions, slowing economic growth in China and fraught US-China trade relations.
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  • November 20, 2018
    Amplified: What does 2019 have in store for investors?
    Eoin Murray
    Trade tensions, Brexit, the #MeToo movement and climate change have dominated news flow in 2018.
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  • November 19, 2018
    Future directions: three ways the world could turn
    Eoin Murray
    Trump, tariffs, trade wars, terrorism and tech: a decade on from peak global financial crisis, this is where we are today. The more important question for investors, however, is where to next.
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