Growth

Highlight

Market News

02OCT 2019

How might the UK economy react to different Brexit scenarios?

The UK’s path to Brexit remains unclear, even as the 31 October deadline approaches. We look at three scenarios and the potential economic impact of each.

2019

SEPTEMBER

06SEP 2019

Market News

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

JULY

31JUL 2019

Market News

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.

MAY

08MAY 2019

Market News

Why a pick-up in UK growth may prove deceptive

Recent economic data from the UK has improved but signs are that this is due to stockpiling ahead of worries over potential Brexit disruption.

2018

DECEMBER

05DEC 2018

Market News

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

05DEC 2018

Market News

Outlook 2019: Global bonds

The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.

05DEC 2018

Market News

Outlook 2019: Global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

NOVEMBER

07NOV 2018

Market News

US midterms: what the outcome means for the US economy, trade and markets

President Trump may face battles passing certain legislation, but he will still be able to control trade policy

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com