A cycle like no other

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.

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Still in love with equities?

There may be few alternatives to equities. However, that is no longer a sufficient reason to buy into every dip.

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Sep 09, 2019 Macro Outlook

Rising risks

We expect a further gradual weakening in growth, caused by trade tensions and related uncertainties.

Sep 05, 2019 Central banks

A cycle like no other

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.

Sep 05, 2019 Forecasts

Our forecasts

All forecasts at a glance

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