From a trade dispute to a trade war. And back?

The U.S.-China dispute weighs on our strategic outlook, even though its initial economic impact is small.

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Jul 17, 2019

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Jun 27, 2019 Multi Asset

Reduce risk, increase flexibility

We are less gloomy on the outlook than bond markets. In our view, equity markets have to correct before offering opportunities for entry.

Jun 25, 2019 Politics

Europe's green wave

Green electoral gains at the European elections reflect broader changes in attitudes, especially towards climate change.

Jun 24, 2019 Forecasts

Our forecasts

All forecasts at a glance

Jun 21, 2019 Private Equity

The best of both worlds?

The rapid growth of a secondary market in private equity has created new opportunities. It is not without risks, however.

Jun 17, 2019 Equities

More troubles ahead

Big gains so far this year and continuing trade conflicts limit the near-time upside in equity markets.

Jun 12, 2019 Central banks

Neither cuts nor hikes. So far.

Having just taken interest-rate hikes off the table, the market is putting interest-rate cuts on. Too soon, we think.

Jun 07, 2019 Macro Outlook

Increasingly fragile

The outlook for the world economy is getting cloudier. Escalating trade tensions could trigger further downgrades.

Jun 03, 2019 Politics

From a trade dispute to a trade war. And back?

The U.S.-China dispute weighs on our strategic outlook, even though its initial economic impact is small.

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