Global Upturn Prevails

Global Market Outlook

Upturn Goes Global

Global Upturn Prevails

A broad-based global economic upturn is likely to support further equity market gains.  Get the latest market, economic and investment insights you need in our mid-year update.

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Latest Thinking

Acceleration in Global Growth

Global Economics

Acceleration in Global Growth

Chief Economist Chris Probyn discusses the outlook for a promising acceleration in global growth led by the Eurozone, China and Japan. Meanwhile, soft first quarter US growth looks set to improve.

Global Policy Watch Infographic

Geopolitics Infographic

Global Policy Watch

Over the remainder of 2017, policy uncertainty is likely to stay elevated as political shifts continue across the globe. This infographic pinpoints the key events and dates to watch.

The Inflation Conundrum

Inflation

The Inflation Conundrum

Why have tighter labor markets in the US and elsewhere not led to higher inflation? Some say it’s weak demand - Senior Economist Simona Mocuta has another idea.

Reflation Trend Favors Equities

Portfolio Positioning

Reflation Trend Favors Equities

Our Investment Solutions Group considers the market impacts for asset allocation in the second half.

Staying Alert to Currency Risks

Currency

Staying Alert to Currency Risks

Currency remains the biggest portfolio structural risk, even as political woes recede. How can investors respond?

Globalization and Its Discontents

Geopolitics

Globalization and Its Discontents

A deeper dive into how globalization and its populist discontents continue to drive uncertainty for markets.

Emerging Opportunities

Emerging Markets

Emerging Opportunities

Where are investors finding opportunities for growth and diversification in emerging market bonds and equities?

Global Economic Outlook

Macro Insights

Global Economic Outlook

Our economics team explains the improving global growth backdrop, with key trends in developed and emerging markets.