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Macroeconomics & Risk

  • 15/11/2019
    Macro Watch
    Silvia Dall’Angelo
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  • 29/10/2019
    Brexit: revamping the fiscal toolbox
    Silvia Dall’Angelo
    The UK has not yet left the EU and the outlook for its future relationship with the bloc is uncertain.
  • 18/09/2019
    Q4 Economic Outlook: learning to live with deflation…
    Neil Williams
    In his latest Economic outlook, Neil Williams, Senior Economic Adviser to Hermes Investment Management, argues that Japan-style deflation is becoming an increasing possibility elsewhere.
  • 08/08/2019
    Will trade tensions reshape the world order?
    Silvia Dall’Angelo
    Is the trade war disruptive, or is it merely accelerating trends already underway?
  • 08/08/2019
    What does the pound’s poor week suggest for future performance?
    Silvia Dall’Angelo
    Sterling has had a rough ride over the last few weeks, hitting a 33-month low – against a trade-weighted basket of currencies – on Tuesday 30th July. Silvia Dall’Angelo, Senior Economist at Hermes Investment Management, looks at the downward pressure on the pound that has been driven by increasing odds of a no-deal Brexit following the installation of the new UK government led by PM Boris Johnson.
  • 10/06/2019
    Rising recessionary risks shifts focus to fiscal fallback options
    Silvia Dall’Angelo
    Monetary policy – which did the heavy lifting in the aftermath of the global financial crisis – has reached its limits.